Approve or Disapprove an Order
Orders that are approved can be uploaded to the host system.
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The ability to approve and disapprove orders is restricted by location access. You must have modify rights to the location to approve, disapprove, or manage the order.
Location access is managed on the Action Setup Rights tab of the Users page by setting the Interactive Planner Worksheet rights for segments.
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Approve an Order
1. Enter one of the following page names in the in the Go to box and select the page from the resulting list of matches:
◦ Interactive Planner Worksheet
Then select the Plan tab and view the Orders container.
◦ Procurement
◦ Repair
◦ Replenishment
2. Add the Approval Status field to the display to identify the approval status of the order. [view instructions for adding fields to the display]
3. Select the order you want to approve.
4. Click on the toolbar. The page refreshes and the new order status is reflected in the Approval Status column.
| | If your implementation of Servigistics is configured for a two-stage order approval process, there are two steps for approval. |
5. Click .
Disapprove an Order
1. Enter one of the following page names in the in the Go to box and select the page from the resulting list of matches:
◦ Interactive Planner Worksheet
Then select the Plan tab and view the Orders container.
◦ Procurement
◦ Repair
◦ Replenishment
2. Add the Approval Status field to the display to identify the approval status of the order. [view instructions for adding fields to the display]
3. Select the order you want to disapprove.
4. Click on the toolbar.
5. Click .
Approve Orders Inline
1. Enter one of the following page names in the in the Go to box and select the page from the resulting list of matches:
◦ Interactive Planner Worksheet
Then select the Plan tab and view the Orders container.
◦ Procurement
◦ Repair
◦ Replenishment
2. Change the value of the Planned Quantity through an in-line edit.
| | The order is approved if the modified Planned Quantity is less than the Approve Limit quantity defined on the Action Setup Rights page for the Order Type, and the Approval Status is updated to Manually Approved. The order is not approved if the modified Planned Quantity is greater than the Approve Limit quantity defined on the Action Setup Rights page for the Order Type. A message appears to notify you that the Planned Quantity exceeds the Approval Limit and the Planned Quantity that you modified is reverted to the original value that is stored in the database. |
3. Click .
| | If the Approval Status does not change to Manually Approved, click  on the toolbar.The order is manually approved and the order status in the Approval Status column changes to Manually Approved. |
4. If the order status in the Approval Status column does not change to Manually Approved, click on the toolbar.
on the toolbar.