Approval Operation Configuration

You can manually change the approval date for an order item

If you are configuring the order item on the Add Order Item window’s Configure Item tab, select the Approval Operation tab. This configuration can be changed later, if desired, before confirming the order.

Approval Operation Configuration (adding item to order)

If you configure the order item after it has been added to the order (accessed from the icon), you will use the Approval Operation window.

Configure Approval Operation Window (after item is added to order)

Complete the following steps to change the approval date:

1. Enter a value for the quantity in the Approval Date* field.

2. Click Revert to undo your entry.

3. Click Add (Order Item window) or Configure (Configure Approval Operation window) to add the resource(s).

   If you are using the Add Order Item window, and click Add, the window closes (unless one or more of the configuration items are required and marked with a ), and the order item is added to the order. If you select the Add Another checkbox, the Add Order Item window returns to the Select Item tab.

 

 

 

 

Topic updated: 04/2024.