<< Click to Display Table of Contents >>

CR-B View/Enter SO Approvals

 

Purpose of Program

Use this program to enter contract approvals, view approval status or view linked documents associated with a contract.

General Program Operation

Enter the Sales Order Number and the list of required approvals and the approval status and (if already approved) the date approved will be listed.  If you are an authorized approver for a department and wish to approve the contract click on the Approved field and enter a Y.  You will be prompted for your contract approval ID and password.  If you are an authorized approver for the department selected, the approval status will be saved.

Linked Documents and Notes

Documents such as a PDF of the customer Purchase Order, engineering drawings, quanity requirements and as the contract progresses, inspection sheets, packing slips, invoices and other files can be linked to the contract using the Evo Links button and users can enter Notes associated with the contract using the Evo Notes button.  Links and Notes can either be associated with the contract as a whole or associated with a specific approving department