Approvals {FARO-11}

This option is used to approve AR transactions. AR Transactions require approval if the system operational definition parameter ‘EA’ (AR journal approvals) was set to E (users) when the journal was committed. All other AR transactions originating from any other finance subsystem are always system-approved and does not require approval in the AR system.  

 
In the first block the user can enter query criteria to filter unapproved AR transactions awaiting approver action: if none are entered, the system default is taken. The user may also indicate a sort order for the transactions displayed.

Pressing the Query Approvals button in the bottom right corner of the screen will take the user to the approval screen where the first screen query will be executed. Only unapproved AR transaction in the area in which a user may performs approvals will display. The area in which a user may performs approvals is dependent on the permissions given to the user; refer the Finance Permissions Operational manual.

The user can approve or reject the transactions individually or by clicking the applicable button on the top of the screen to do a batch approval or rejection. The user can set all lines to approve using the APPROVE ALL button and individually reject selected line. Should the user wish to attend to specific unapproved lines in the future the approval indicator must remain on ‘N’. Remember when you reject a line on a journal the complete journal is rejected.

The facility available to “right click” with your mouse to drill down to the original document; alternatively you can scroll to the right of the screen to view the detail of the transaction.
          
The approval application consists of two blocks. Only users with approval privileges {FCSM-5} are allowed to enter and query approval information. In block one the approval user may enter approval query criteria. The user can further enter a sort order to display the approval records. The user does this by entering a value 1 to 13 into the sort order field next to the fields. The sort order value may not duplicate. It is not necessary to complete all sort order fields and the user can only complete the fields required. Furthermore the field i.e. cost centre need not be completed to sort on the field. The user should press the query approval button to go to block 2.