Approval List

1. Click the Approval List tab, in the Approval Inbox page.

The Procurement application displays the Approval Inbox page with the Approval List to the front, containing a list of documents awaiting approval, which may be:

• Shopping Cart,
• Blanket Order,
• Blanket Order Release,
• Online Form
• and so on.
2. Use the drop-down menus, above the list, in the Approval Inbox, to sort and filter the list and the Navigation Controls to navigate the list.
3. Click [Go].

The Procurement application re-displays the Approval List containing your selected types of document, appropriately sorted.

4. Find the row containing the document that interests you.
5. Use the Contents icons to expand and examine the contents of the document and the Action icons to view the reason why the document was referred for approval, and take other actions.

For every document, the list shows:

	Click this icon to expand the document and view:
	Items, Quantities, Unit prices, Total cost (including tax), and so on (depending on the document type).
	Click to close up the document again and hide its contents.
All	Selecting the topmost checkbox allows the user to choose all selections to be approved or rejected. Choosing this box will override all other checkbox selections. Alternatively, the user may individually click each checkbox next to each item to be approved or rejected.
Organization	The Buying Organization to which the creator of this document belongs. If any approver is a member of multiple organizations, all documents for all organizations appear in the Approval Inbox/List regardless of which organization the user is logged into.
Document Type	Which may be: Shopping Cart, Blanket Order, Blanket Order Release, Online Form, and so on.
Document Name	This is the unique identifier assigned to the document when created, unless the buyer chose to re-name the document.
Requester	This is the name of the user who originated the document (the real name not a logon ID. For example, Doris Smith, not User28, or DSmth.)
Submitter	This is the name of the user who submitted the document to the Procurement application workflow, resulting in this required approval (for example, an Approver / Approval Group who approved a Shopping Cart that exceeded the Approval Limit, causing it to be routed to a higher level Approver / Approval Group.
Submit Date	This is the date of the most recent submission of the document to the Procurement application workflow.
Date Received	This is the date that the document was received in the current Approver's Approval Inbox.
Workflow Rule	The reason why the document was referred for approval, that can be: Spending Limit Commodity Ad-Hoc Special Request Blanket Order Release over maximum New Blanket Order and so on (depending on the document type).
Approval Group	Name of the approval group to which the approver belongs, if any. An approval group is a set of approvers, any one of which can approve or reject.
Actions	Click an icon to perform various actions on the selected item. Note: If you mouse-over an icon, the browser displays a tool tip containing a few words explaining the action represented by the icon. If an Action is not available in any situation, its Action icon is not displayed. Actions include:
	Click to prepare a printable report on the document and display it for printing.
	Click to view the Approval Process Map, showing all the workflow steps through which the document has passed with explanations and comments.
	If you have the necessary privilege, you may change the contents of a Shopping Cart, or edit the information on an Online Form, before approving it with changes. (see Approve with Changes)
	View a read-only version of the Item Details Page, containing shipping, delivery, billing and payment information for individual items and the whole Shopping Cart.
	View the Workflow History of the document: the users and workflow nodes it has passed between, and the actions taken.
Notes to Approver	Notes of explanation provided by the buyer for your assistance.
Enter Comments	Click in this box, and type (at the insertion point) any comments: On rejection, for the Requester. On approval, if the Shopping Cart is to be routed to a higher-level Approver.
[Approve]	Click this button to approve the document and return it to the Procurement application workflow. If necessary, the document is routed to the next higher-level Approver's Approval Inbox. A secondary window opens allowing the user to enter comments if desired. Click in this box, and type (at the insertion point) any comments. Click the Accept button to continue with approval or the Cancel button to cancel approval.
[Reject]	Click this button to reject the document. A secondary window opens allowing the user to enter comments. Comments are required if rejecting . Click in this box, and type (at the insertion point) comments. Click the Reject button to continue with rejection or the Cancel button to cancel rejection.