Option

Description

by rule steps

If the approval has to be done in several steps, the items that have to be approved and the suppliers per approval level are displayed when this option is enabled.

Approver names

Displays the name of the approver or the responsible person in the column User. If you deactivate this option, only the approval date is displayed.

Note: To display the name and approval date you also have to activate the option All details.

Approved/denied automatically

Hides approval levels that are automatically approved or denied by the system, based on the corresponding approval rules.

Waiting items for other's approval

Displays only those levels that can only be approved after approval of the previous level.

All details

Displays the approval levels, the approver and status for each item.

Other approvers

Displays the names of other approvers in the column User.

Note: To display the name, you have to enable the option All details as well.

Items to take note of

Displays entries that have been entered for informational purposes only. If this option is deactivated, only entries that have to be approved are displayed.

Finished items

Displays all details about already processed approval entries.

Note: To display the details, you have to activate the option All details as well.

Info

At requisition level: name and creation date of the requisition note.

At supplier level: name of the supplier and basic contract number and any applicable conditions.

At item level: product description, approval steps and processing steps

Total net value

At requisition level: net value of the entire requisition note.

At supplier level: net value for the supplier and the calculated, estimated net value of conditions. The net value of conditions and additional costs may vary due to changes in the catalog or the basic contract. The actual net value cannot be calculated until the order is submitted

At item level: net value for the item

User

For each approval and processing step, the name of the user who is assigned to the step and the date of processing is displayed.

Note: The name of the user is hidden if you deactivate the option Approver name in the settings section.

Status

At requisition level: Status of the entire requisition note

At supplier level: Status for the supplier

At item level: Status for the item and status of the individual approval and processing steps

Comment

Click the appropriate icon to insert a comment for the requisition, for the supplier or the item or to read existing comments. The page Approval comment is displayed. See Comments and attachments for more information.