Approve a Reconciled Vendor Order

Once a vendor order has been reconciled, it may require approval prior to posting based on criteria defined in the Purchasing preferences in Enterprise Manager. If the reconciled order is edited, the order must be approved again before attempting to post the period.

From the Purchasing menu, click Recent Vendor Orders. This screen lists all of the recent orders. The "Order Type" column indicates whether each transaction is an order (VO) or a return (VR).
To find a particular order, click on the Closed status bin. (You can also click the Funnel (Filters) icon to access the screen filters; the screen can be filtered by any column.)
Click the Approve link corresponding to the desired order.
Verify the information is accurate for this order. For details about the screen columns, click HERE.

Product Number – The company product number.
Product Name – The company product name.
Inventory Unit – The company product inventory unit.
Conversion – The number of Inventory Units in 1 (Vendor) Unit.
(Vendor) Unit – The unit of measure offered by the vendor.
Order Quantity – The quantity entered when the order was created.
Unit Price $ – The product price when the order was created.
Invoice Quantity – From the vendor’s invoice; entered during reconcile.
Invoice Price $ – From the vendor’s invoice; entered during reconcile.
Invoice Extended Value $ = [ Invoice Quantity x Invoice Price ]
Physical Quantity – The physical quantity received (in vendor units); from the reconciled order.
Contract Price $ – The current vendor bid price for the product; from Vendor Bids in Enterprise Manager.
Gross Extended Value $ = [ Invoice Extended Value + Tax Value ]
Tax Code (hidden by default) – The Tax Code assigned to the Company Product in Enterprise Manager.
Tax Value (hidden by default) – The amount of the tax applied, based on the selected Tax Code.
Qualitative Judgment – The judgment option applied by the user during reconcile, if any.
Catch Weight (hidden by default) – The box will be checked if the product was reconciled using Catch Weight.
Price Alert – Displays Y if the alert was caused by a price discrepancy.
Quantity Alert – Displays Y if the alert was caused by a quantity discrepancy.

Authorized users can click Attach Files to upload a file and link it to this transaction; see "Attach Files to an Order" for detailed steps. If one or more files are already attached to the order, they can be viewed by clicking this button. (Users can also view attached files by clicking on an icon in the "File(s)" column on the summary screen.)
When ready, click Approve.