Action Centre - Approval tab

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.

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.

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.

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.

Button	Description
	Authorise the status selected in the Status field.

Button

Description

Authorise the status selected in the Status field.

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.

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.

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.

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.