Display Sales Invoice Approval Status

Use the Sales Invoice Approval Inquiry (APPIQ) program to display the status of sales invoices and credit memos that require approval and who needs to sign off. See Road Map for work flow.

Enter the sales order number or click the Lookup icon and use the standard lookup options to select the number from a list.
(Optional) Enter the shipment number.

The program displays these fields:

Field Name	Displays
Order	The sales order number you entered or selected
Customer	The customer's name
Final approval Denied by	Date and time that approval was granted User who denied approval and why
Line	The line number on a sales shipment
Lvl	The level in the hierarchy
Reason for approval	The reason approval is needed
Status	The approval status
Appr 1	The user who must approve
Appr 2 - 5	Alternates for this approver
Mgr	The manager who may override
Remarks?	A Y in this column indicates there are approval remarks for the sales invoice; the column is blank if no approval remarks have been entered

(Optional) Click Order to display this sales order line. See Display a Summarized Sales Order, Click Exit to return to this program.
(Optional) Click Prog opts to review your options. To change them:
1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries.
2. Click the Program tab to set this program specific option:

Field Name	Type / Max Length	Action / Description
Include history?	Optional	Select to display sales orders that have been closed and moved to history with the Sales Order Archive (OEX) program or leave blank to omit them.

1. Click Save to save these options for future use.
2. Click OK to apply these options or click Cancel to exit without applying them.

Select the line and click Detail to display the approval cycle.

The program displays these fields:

Field Name	Displays
Order no	The order number you entered or selected followed by the customer's name
Shipment	Shipment line number
Line	The line number on the sales order
Level	The level in the approval hierarchy
User	The user who must approve
Alt	The alternate for this approver
Approved 1 - 5	The approvers' user identification
Amount	The approval limit amount
Date	The date that this order was approved
Time	The time this order was approved
Reason	The reason this order required approval
Manager	The manager who can override
Remarks	Remarks entered for this approval

Choose the appropriate options:

To	Do This
Exit to the previous screen	Click OK.
Return to the menu	Click Quit.

Choose the appropriate options when you click OK:

To	Do This
Review your options for this program	Click Prog opts. See step 3.
Print the line listing	Click Print. See Print an Inquiry.
Display the approval cycle for the selected line	Click Detail. See step 4.
Display the order for the selected line	Click Order. See step 2.
Specify a different invoice	Click OK.
Return to the menu	Click Exit.

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