Approving Sample Issuance

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

There are 2 ways to approve Sample Issuance:

  1. Using Sample Issuance for Approval Report

  2. Using Sample Issuance Transaction ID

To approve Sample Issuance using Sample Issuance for Approval Report:

  1. Go to SEARCHES & REPORTS Menu > Sales Sidebar Menu > Sample Issuance > Sample Issuances 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 sample issuance 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 Sample Issuance 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 sample issuance is changed based on the selected button of the approver.

The other way to approve the Sample Issuance is by using the Transaction ID (Sample Issuance ID).

  1. Go to SALES Menu ->Sample Issuance (Sidebar Menu) -> Search for a transaction. For any information, Click Searching & reading an existing sample issuance record.

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