This page describes the 'Cancel Approval Request' function on the Operations menu in the Project Budget record window. If you are using iOS or Android, the 'Cancel Approval Request' function is on the Tools menu (with 'wrench' icon).

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If a Project Budget needs to go through an approval process before you can create Sales and Purchase Orders and Invoices from it (and before you can print it) and you have started that approval process by selecting 'Request Approval' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android), you will no longer be able to modify the Project Budget. So, if you realise the Project Budget contains an error, you must cancel the approval process before you can correct the error. To do this, open the Project Budget and choose 'Cancel Approval Request' from the Operations or Tools menu. You will now be able to amend the Project Budget and then restart the approval process by once again choosing 'Request Approval'.

If you cannot cancel the approval process, the probable reasons are:

The Approval Status of the Project Budget (visible on the 'Members' card) is not Pending.
You may have configured the approval process (using the Approval Rules register in the Business Alerts module) so that it does not allow cancellation.
You cannot cancel the approval process if at least one Approval Person has approved the Order.

Please refer to the description of the Approval Status field on the 'Members' card of the Project Budget window for brief details of the approval process and here for full details.

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The Project Budget register in Standard ERP:

Introduction
Entering a Project Budget
Operations Menu, including:
- Budget Report
- Request Approval
- Cancel Approval Request
Create Menu
Row Menu

Go back to:

Home page for Job Costing module manual
Home page for Standard ERP manual

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