Working with pending orders

If you have been set up to be an approver of online orders, you will have an Approvals section in the online store. In this section, a Pending Orders option shows how many orders you must review. You receive email notification each time an order is ready for review. As an approver, you can approve, approve and submit, decline, or delete the order.

To work with a pending order:

  1. In the Approvals section, click Pending Orders. A list of all pending orders assigned to you is displayed.
  2. From here, you can delete an order or select an order.
    • To delete a pending order, select the check box next to that order and click Delete.
    • To work with a pending order, click the order date. The order is displayed on the Checkout page, where you can perform one of these tasks:
      • To approve the order, click Approve. The order information is saved in the online store as an approved order. A Comments form is displayed on which you can make comments to the requester, as necessary. After you save your comments, a Save Order memo is created in the online store for the order. An email is sent to the requester that indicates that the order has been approved. The Approvals section with the Approved Orders option is displayed in the online store for this requester. The requester can click this option to see a list of approved orders and can submit, cancel, or delete the orders.
      • To approve and submit the order, click Approve and Submit. The order is submitted to the ERP and an email is sent to the requester that indicates the order has been approved and submitted.
      • To decline the order, click Decline. A Comments form is displayed so you can make comments to the requestor, as necessary. When you save the comment, a Save Order memo is created in the online store for the order. An email is sent to the requester that indicates that the order has been declined. The Approvals section with the Declined Orders option is displayed in the online store for this requester. The requester must click this option to see a list of declined orders and take action to resolve or delete the orders.