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With the Approval List tab to the front, the Approve page displays a list of all Shopping Carts awaiting approval:

1. Click in the Sort by drop-down menu, and select from:

   Organization  Name

   Shopping Cart Name

   Requester

   Creation Date

   Approval Type

• Organization Name is the Buying Organization to which the creator of this Shopping Cart belongs. If that buyer belongs to more than one Buying Organization, then this shows which Buying Organization the buyer selected in the Choose your Organization drop-down menu, before starting this Shopping Cart.
  
  
• Shopping Cart Name is the unique identifier assigned to the Shopping Cart when created, unless the buyer chose to name the Shopping Cart.
  
  
• Requester is the name of the buyer who created the Shopping Cart (the real name not a logon ID. For example, Doris Smith, not User28, or DSmth.)
  
  
• Creation Date is the unique identifier assigned to the Shopping Cart when created, unless the buyer chose to name the Shopping Cart.
  
  
• Approval Type of the Shopping Cart can be:
  • Spending Limit:  The dollar total for the Shopping Cart exceeds the Spending Limit for the submitting buyer.
  • Commodity: An Approval-flagged Commodity is included which requires approval regardless of the buyer's Spending Limit.

2. If there are still enough Shopping Carts for the list to fill several pages, use the VCR-style controls to move forward and backward through the pages until you find the Shopping Cart that interests you.

Approval List

For every Shopping Cart, the list shows:

	Click this icon to expand the Shopping Cart and view its contents, unit prices, and total cost (including tax.) Click to close up the Shopping Cart again and hide it's contents.
Organization	The Buying Organization to which the creator of this Shopping Cart belongs.  If that buyer belongs to more than one Buying Organization, then this shows which Buying Organization the buyer selected in the Choose your Organization drop-down menu before starting this Shopping Cart.
Shopping Cart Name	This is the unique identifier assigned to the Shopping Cart when created, unless the buyer chose to name the Shopping Cart.
Requester	This is the name of the buyer who created the Shopping Cart (the real name not a logon ID. For example, Doris Smith, not User28, or DSmth.)
Creation Date	This is the date on which the Shopping Cart was first created for a new item or from a template.
Date Received	This is the date on which the Shopping Cart was placed in the Approval List.
Approval Type	The current status of the Shopping Cart, that can be: Spending Limit Commodity Ad hoc Non-sourced
Actions	Click an icon to perform an action on the selected item, such as:
		to prepare a version of the Shopping Cart and display it for printing.
		to view the Shopping Cart Approval Status map, showing all the workflow steps through which the Shopping Cart has passed with explanations and comments.
	If you mouse-over an icon, the browser displays a tool tip containing a few words explaining the action represented by the icon.
Notes to Approver	Notes of explanation provide by the buyer for your assistance.
Enter Comments:	Click in this box (so that an |-beam pointer appears), and enter any comments: On rejection, for the Buyer the Buyer. On approval, if the Shopping Cart is to be routed to a higher-level Approver.
[Approve]	Click this button to approve the Shopping Cart. If your Approval Limit is high enough, Orders are created. If not, the Shopping Cart is routed to the next higher-level Approver.
[Reject]	Click this button to reject the Shopping Cart. The buyer can see the Shopping Cart as Rejected in the Shopping Cart Status page.

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Locating the Reason for Referral

 

1. Find the row containing the Shopping Cart that interests you.
   
   
   

2. Click to view the contents and more details about the Shopping Cart. 
   
   
   

3. Click to view the status of the Shopping Cart and the reason for its referral.

Special Request Item

An item is considered to be non-sourced if an authorized supplier has not been identified for that item. 

To resolve this problem, you can:

• Search for the item in the catalog to find a supplier. 
  As an approver, you may have access to more suppliers than the user. 

• Replace the item with another item for which you can define a supplier 

• Print the Shopping Cart and refer it back to the user for more information. 

• Delete the item 

• Cancel the Shopping Cart

Spending Limit

To resolve this problem, you can:

• If your spending limit covers the Shopping Cart, you may re-submit it. if not, your organization may have a hierarchy of approvers with increasing spending limits.

• Delete items from the Shopping Cart until it meets the spending limit

• Cancel the Shopping Cart

Create Order Privilege

If a user does not have permission to create Orders, all their Shopping Carts are routed to an Approver.

You can view the Shopping Cart and, if acceptable, submit it.

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