Select Approval window
Purpose
Use this window to bring an approval for this customer forward into the sale.
To access this window
Complete one of the following to access this window. The customer account must have an approval on file to access this window.
- On the Sales Invoice window, click Apprv.
- In the Items Sold grid on the Sales Invoice window, right-click then select b.
Diagram
The following thumbnail illustrates the Select Approval window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
|
Look for Reference |
Enter an invoice number to look for. The grid automatically moves to matching numbers as you type in this box. |
|
grid columns A right angle bracket (>) identifies the column currently used to sort the grid. This grid may be sorted by Reference. |
|
|
Reference |
Displays the associated invoice number for each approval. Click the column heading to sort the grid in ascending or descending order based on this number. |
|
Date |
Displays the date the approval was entered. |
|
PO |
Displays the purchase order number associated with the approval. |
Buttons
| Item | Description |
|---|---|
|
Select |
Adds the selected approval to the invoice. |
|
Cancel |
Returns to the previous window. |
