Approval List

This displays all the Sale and Purchase lines that have been generated. The Purchases can be Items or Activities. You can delete or add lines to this job for Purchase Order generation or Sale.

Ref
This is the reference that has been allocated in the quotation process or Allocated Line Ref's within this process.

Qty
The Quantity can be amended. An audit box appears for you to state the reason for the change.

App
All Procurement lines are automatically Approved in the Update Procurement process but this approval can be maintained.

Just overtype the question in the response screen.

Bill Type
The Process Flag can be maintained. Options are I, P, IP, N, D.

Audit
This provides an audit trail of all the Items and Activities once they enter Procurement Management.

For new Line items and Activities into Procurement Management
You can add new lines in the Approvals list for this job

• Enter all the appropriate information.
• Use the Drop Down or Lookup screens to select the appropriate codes.
• This Item or Activity will not appear on the other tabs for Purchase, Sale or delivery until approved.