How to route a Sales Order for Approval

A Sales Order’s Status will be “Approved” and the Date Approved is set upon completion of an Approval process.

The details that determine who in an organization needs to approve a Sales Order, and under what conditions, will vary from organization to organization, but it is generally appropriate to have someone representing the interests of Supply to approve or counter the fulfillment schedule for the parts specified, and someone to approve or counter the pricing.

A Sales Order can be submitted for approval from a button on the Sales Order page.