You can use the Approval tab to update the authorisation status of general ledger expenses for the linked purchase order.
Tip: You can view the linked purchase order by clicking in the Linked to Purchase Order field.
Opening the Approval tab
To open the Approval tab:
- Click .
Note: The Action Centre icon displays a combination of red, green and blue flags depending on the currently active messages.
The Action Centre Summary window is displayed.
Tip: You can also click a link in the Action Centre Summary window to launch a specific message, task or alert in the Action Centre.
- Click .
The Description tab of the Action Centre window is displayed.
- Select an Approve Purchase Order task message from the grid area.
The Order Details tab of the Action Centre is displayed.
- Click the Approval tab.
The Approval tab of the Action Centre is displayed.
Action Centre - Approvals tab key fields and buttons
Authorisation area fields
Field |
Description |
---|---|
Status |
Select a status from the drop-down list to change the authorisation status of the selected purchase order. See luPurchaseOrderAuthorisationStatus lookup table in the Finance manual. |
Comment |
Comment detailing the reason for the status change. |
Buttons
Button |
Description |
---|---|
|
Authorise the status selected in the Status field. |
Status History sub-tab fields
Field |
Description |
---|---|
Date |
Date the purchase order authorisation status was updated. |
User |
User that updated the purchase order authorisation status. |
Status |
Authorisation status of the purchase order. See luPurchaseOrderAuthorisationStatus lookup table in the Finance manual. |
Comment |
Comment detailing the reason for the status change. |
GL Summary sub-tab fields
Field |
Description |
---|---|
G/L Code |
General ledger code uniquely identifying the general ledger account. See General ledger codes in the General ledger manual. |
Description |
Description of the general ledger account. For example, Salaries - Aides and Assistant. |
Budget Remaining |
Budget of the general ledger account before the purchase order is approved. |
Order Lines |
Number of line items linked to the general ledger account in the selected purchase order. |
Order Amount |
Total cost of the line items linked to the general ledger account in the selected purchase order. |
Budget Difference |
Budget of the general ledger account once the purchase order is approved. |
Over Budget |
Whether the selected general ledger account is over budget. |