Approve Un-Approved Sales Order

YouTube: How to Approve Sales Orders Entered as Unapproved Sales Orders?

How to Approve Sales Orders Entered as Unapproved Sales Orders?

In this tutorial, we’ll walk you through the complete process of approving an Un-Approved Sales Order in Logic ERP, including partial approvals, verification, and final confirmation.

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Review the Un-Approved Sales Order

• Open the Un-Approved Sales Order module.

• Review the created Sales Order.

• In this example, the order contains two items, each with a quantity of 10 units.

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Open the Approval Screen

• Navigate to the Approved Un-Approved Sales Order module.

• Select the required Un-Approved Sales Order from the list.

• Click on Refresh to load the order details.

• Review Order Header & Item Details

• The Sales Order Header details are displayed on the screen.

• Move to the Sales Order Item Details section to view all items and quantities.

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Approve Item Quantities

• Enter the quantity to be approved in the Approved Quantity column for each item.

• Add relevant comments in the Remarks column.

• Example:

  • First item: 5 units approved

  • Second item: Full quantity approved

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Additional Checks (Optional)

• Press F3 to view the Party Ledger.

• Click on any document to zoom in and review details.

• Press F4 to open the Party Dues Report.

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Save the Approval

• Click on the Save button to complete the approval process.

• The system confirms successful approval.

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Verify in Sales Order Module

• Open the Sales Order Module.

• Verify that the approved sales order is now available.

• Confirm:

  • Approved quantities

  • Remarks

  • All relevant order details

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Review Pending Quantities

• Return to the Approved Un-Approved Sales Order module.

• Open the same Un-Approved Sales Order.

• Note that:

  • Approved items are no longer displayed

  • Only pending quantities remain for approval

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Approve Remaining Quantity

• Approve the remaining pending quantity.

• Save the entry.

• A new Sales Order is generated automatically.

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Final Confirmation

• Open the Sales Order Module again.

• Verify the newly generated sales order.

• Ensure it correctly reflects:

  • Approved items

  • Quantities

  • Remarks

  • All related details

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Conclusion:

This confirms that the Un-Approved Sales Order approval process has been completed successfully, including partial and final approvals.