User hierarchy for hold codes and approval of sales orders

When a sales order is placed on hold in Sales Order Entry, the operator may override the hold and approve the order. Order approval is controlled by security settings for the operator in SA Operator Setup. These settings are used to determine if an operator has access to or can change the value in the Approval field in Sales Order Entry.

The operator can access the Approval field:

1. If the Allow Override of Order Approval Status option in SA Operator Setup is:

   No

   The operator cannot specify a value in the Approval field.

   Yes

   The Limit Order Scope settings in the OE Entry Options section are checked.

2. If the Limit Order Scope Taken By and Limit Order Scope Sales Rep options are:

   No

   The operator cannot specify a value in the Approval field.

   Yes

   If the Limit Order Scope Taken By field is set to Yes and the operator’s initials match the value specified in the Taken By field on the sales order, the operator can access the Approval field.

   If the Limit Order Scope Sales Rep field is set to Yes and the operator’s initials match the value specified in the Sales Representative Internal or Sales Representative External fields on the sales order, the operator can access the Approval field.

3. After the operator updates the Approval field, its value is compared against the Limit Managed Hold Codes values in SA Operator Setup-OE Entry Options. If the Approval field:

   Matches the Limit Managed Hold Codes

   If the value specified in the Approval field matches the value in the Limit Managed Hold Codes field or is Yes, the order is approved.

4. If the Limit Managed Hold Codes field is blank, the operator can specify one of the allowed hold codes or Yes in the Approval field. The order is approved.