Suppliers - Transactions
This topic covers the details specific to the Purchase Transaction Enquiry window. For more information, you should refer to the general Enquiry Windows topic.
Approve in FocalPoint
When Approve in FocalPoint is enabled in Invoice Register Options then PIR Auto-match to Orders is not available.
If the Approve in FocalPoint option is enabled (Invoice Register Options), then the Approvers information on the transaction enquiry reflects the FocalPoint Approver information. Two field are displayed:
Approval Status - this will show 'Awaiting approval from FocalPoint' or 'Approved';
Next Approver - this shows the next FocalPoint approver.
Invoice Register Approval History
This option is only available if Approve in FocalPoint is enabled; it is available from the right-click menu. The following information is displayed as a grid:
Date - Date of the action
Action - The type of action, for example Created, Submitted, Approved
By User - The User who performed the action
To Stage - The next stage of the approval
To User - The user who now has control of the form
Status - The current status of the transaction
Notes - Displays the notes for the approval/rejection