Approving sales orders

What prerequisites have to be in place to be able to approve sales orders?

There are two prerequisites that need to be in place to be able to approve sales orders.

Firstly, the Approve Sales Orders Before Invoice company parameter needs to be enabled. Follow these steps to do this:

  1. Navigate to System / Company Parameters.
  2. Click on the Global Settings tab.
  3. Click on the Orders tab.
  4. Enter in the Approve Sales Orders Before Invoice text box.
  5. Click the Accept button.

Secondly, each debtor needs to have this parameter enabled. It is enabled by default when you create a debtor. If you have disabled it you can change this by doing the following:

  1. Navigate to Debtors / Account Maintenance.
  2. Enter (or select) the appropriate debtor in the Account Number text box.
  3. Click on the Financial Detail tab.
  4. Enter in the Approve Sales Orders text box.
  5. Click the Accept button.

What does enabling the sales order approval process prevent?

It prohibits you from invoicing a client if the order has not been approved. This can be done for a variety of reasons, such as avoiding processing the order before payment has been received.

Approving a sales order

Watch this video to see how to approve a sales order or follow the steps below it.

Navigate to the correct window

  1. Navigate to Orders / Sales Orders / Approve Sales Orders.

Enter the list parameters

  1. If you wish to only list sales orders made to a specific debtor, enter (or select) the appropriate debtor account number in the Account text box.  
  2. Select the location that you want to list sales orders for from the Location dropdown list.

Generate the list

  1. Click the Accept button. 

Approve the sales order

  1. Select the appropriate sales order and click the Approve button.
  2. Fill in the details in the Enter Message window if you so wish.
  3. Click the Accept button.

Print the list

This step is optional.
  1. Click the Print button.
  2. Specify the Print Options.
  3. Click the OK button.  
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