Purchase approval

Approve registered purchase data. It is possible to select from among three types of status for purchase data: approved, unapproved and denied. It is also possible to display and modify purchase data on the approval screen.
→To Operation Procedure

Screen Transition

[Purchase Control Module]
  ↓
[Update]
  ↓
[Purchase Approval]
  ↓
[Purchase approval] screen

Item setup

[Searching items]

Items that can be entered on the [Purchase entry] and [Arriving entry] screens can be specified under searching conditions.
Only those items not contained on the [Purchase entry] and [Arriving entry] screens and other items that warrant particular explanation are explained below.

• Approval status
  Select approval status for the voucher targeted in the search.
  Select from among "Unapproved," "Approved," and "Denied."
  Activate voucher checkbox before executing search. One checkbox must be activated. An error message is displayed if all checkboxes remain inactive.
• Prefix No.
  If the numbering setup begins with the prefix of the purchase No., select either [Operator setup (update OP)] or [Operator setup (approval OP)]. If the numbering setup does not begin with a prefix No., it is possible to select from either [Operator setup (update OP)] or [Operator setup (approval OP)].
  When [Entry data] is selected, the search will target the prefix No. entered in the [Purchase entry] screen [Header].
  When [Operator setup] is selected, the search will target the "display initial prefix No." setup values specified under the [Operator] tab in [Employee setup].
• Update operator
  Specified when search conditions are narrowed down to the operator who entered or modified the voucher targeted in the search.
• Approval operator
  Specified when search conditions are narrowed down to the operator who approved the voucher targeted in the search.

[Execute approval]

Items that can be entered on the [Arriving entry] screen are displayed in the list.

• Approval status
  Select and set approval status from among the following "Unapproved ()," "Approved ()," and "Denied ()."
  
• Payment description
  
• Entry date
  
• Internal No.
  
• Payment No.
  
• Sales dept code, name
  
• Correspondent code, name
  
• Entry currency
  
• Amt
  
• Prefix No.
  
• Update operator, name
  
• Comment code, name
  Select from among the approval comments registered in the [Register approval comment] procedures. Comment text may also be entered directly under [Comment name].
• Bulk change status
  Used to modify approval status for an entire group of data.

[Buttons]

• Name 1/2
  
• Modify
  Before approved data can be modified, the approval status must first be changed to "Unapproved" or "Denied," and the change saved.
• Detail
  Align cursor to display detailed information on purchase data.
• Clear
  Align cursor to display detailed information on purchase data.
• Refer
  Click on this button after making entries for [Searching conditions] to display the data relevant to [Execute approval].
  
• Save
  
• Exit