Approving GRN or SRN

To approve GRN/SRN:

1. Select Procurement > User > Approval List. The APPROVAL LIST page is displayed.
2. On the ACTIONS panel, click Filters. The FILTERS pop-up page is displayed.
3. On the FILTERS pop-up page, fill in the details. Select Goods Received Note or Service Received Note from the Approval For drop-down list and Pending For Approval from the Request Type drop-down list. For more information, see ACTIONS.
4. Click SUBMIT. The LIST section displays the list of GRN/SRNs that are pending for approval.
   
   
   Figure: APPROVAL LIST page
   
   
5. Click on the GRN/SRN Code that you want to approve. The selected GRN/SRN details are displayed.
   
   
   Figure: GRN page
   
   
6. Click APPROVE GOODS RECEIVED NOTE or APPROVE SERVICE RECEIVED NOTE. The APPROVE GOODS RECEIVED NOTE or APPROVE SERVICE RECEIVED NOTE pop-up page is displayed.
7. On the APPROVE GOODS RECEIVED NOTE or APPROVE SERVICE RECEIVED NOTE pop-up page, select Approved to approve and Rejected to reject the GRN/SRN. For more information, see ACTIONS.
8. Provide your remarks.
9. Click SUBMIT.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the APPROVAL LIST page for GRN/SRN.

Filters

Click Filters to specify the filter criteria and click SUBMIT to view the list of GRN/SRNs.

• Instance
  Select the Instance from the drop-down list.

• Approval For
  Select the request that you want to approve or reject from the drop-down list.

• Request For
  Select the Status of the request from the drop-down list.

• Date
  Select the From Date and To Date from the calendar.

Figure: FILTERS pop-up page

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet.

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet.

PRINT

Click PRINT to print the page.

SHOW LIST

Click SHOW LIST to view the list of GRN/SRNs.

EXPORT TO WORD

Click EXPORT TO WORD to export all the records to a Microsoft Word sheet.

APPROVE GOODS RECEIVED NOTE or APPROVE SERVICE RECEIVED NOTE

Click APPROVE GOODS RECEIVED NOTE or APPROVE SERVICE RECEIVED NOTE to approve/reject any GRN/SRNs..

• Approval Status
  Select Approved to approve and Rejected to reject the GRN/SRN.

• Remarks
  Provide your remarks on the Approval Status selected.

Figure: APPROVE GOODS RECEIVED NOTE pop-up page

VIEW APPROVERS

Click VIEW APPROVERS to view the list of the Approvers.


Figure: VIEW APPROVERS pop-up page