Document Approvals

Document Approval is a sequential process of approving the requests posted for the purpose of procuring inventory items in an inventory.

The Document Approvals section displays list of transactions that are assigned to a user.

Users can post or submit a transaction for approval from the following modules in Eatec:

Users can perform the following functions for different transaction types for document approval:

Users with read-only permission can access the following functions:

Users with read-only permission do not have access to the following functions:

Click Approvals from the left navigation menu. The Document Approvals page appears with the list of saved documents for approval.

Field	Description
Transaction ID	The auto generated ID of the transaction that is created once an approval request is submitted.
Transaction Type	The transaction type for approval routing. The supported types are: Requisitions Purchase Requests Purchase Order Spoilage and Loss
Location	The location within the enterprise linked to the site selected.
Delivery Date	The date on which the transaction was approved/denied/put on hold.
Entered On	The date on which the transaction approval request was submitted.
Estimated Total	The total amount of the order transaction sent for approval.
Approval Status	The status of the document approval. On Hold Pending Denied Approved
Last Edited By	The name of user who last modified the document.
Remarks	Optional text field. Information is displayed in this field if users enter any value in the Add Remarks text field under Actions.
Actions	This column includes the following actions that users can perform: Add Remarks - enter text and click Post to add remarks for any particular transaction Approve - click this button to approve a transaction. Deny - click this button to deny a transaction. Hold - click this button to put a transaction on hold.