Approving Sales Quotation

If a sales quotation has the status of Pending approval, it must be approved by someone with authorization.

There are 2 ways to approve Sales Quotation:

  1. Using Sales Quotation for Approval Report

  2. Using Sales Quotation Transaction ID

To approve Sales Quotation using Sales Quotation for Approval Report:

  1. Go to SEARCHES & REPORTS Menu > Sales (Sidebar Menu) > Sales Quotation > Sales Quotations for Approval

    Approve button

  2. Enter the desired date on the As of field

    Approve button

  3. Click the search button with blue icon located at the right side prior to generate excel button.

    Reason

  4. All sales quotation transactions awaiting approval prior to and including the date specified on the As of field will be displayed.

  5. User can easily navigate to the transaction by hovering the cursor on the Sales Quotation Link, right-clicking the mouse, and selecting, “open link in new tab”.

    Reason

  6. Selected transaction will be opened in new tab. Buttons are located at the upper left corner of the transaction. Authorized user can approve, reject, or void the transaction.

    Reason

  7. After the user clicks the selected button, status update reason dialog window will appear, allowing the user to provide an explanation for rejecting and voiding the transaction. Following the explanation, the user must click the “Save” button. Furthermore, this is optional if the user approves the transaction.

    Reason

  8. Status of the sales quotation is changed based on the selected button of the approver.

To approve Sales Quotation using Sales Quotation Transaction ID:

  1. Go to SALES Menu ->Sales Quotation (Sidebar Menu) -> Search for a transaction. For any information, Click Searching & reading an existing sales quotation record.

    Approve button

  2. After searching for the transaction, click the “Approve” button

    Approve button