Submit a Quotation or Sales Order for approval

Article • 4/27/2026 • 1 min read

After you take down all the information for a quotation or sales order, you may have to submit it to your supervisor for approval.

Change the status of Quotation or Sales Order

  1. Open the quotation or sales order.

  2. Click Status.

    Status could be one of the following and are color coded:

    » Started (amber)

    » Open (green)

    » Awaiting Approval (red)

    » Cancelled (gray)

    » Closed (blue)

    The Quote Change Status (QTCHNG) window or the Sales Order Change Status (SOCHNG) window appears. The Change Date, Changed By, Contact , Salutation, and Closing fields are auto-populated.

  3. Click the Status drop-down arrow and select Awaiting Approval.

  4. For a quotation, change the Salutation or Closing if required.

  5. In the Reason field, enter the reason for change in status.

  6. To print the acknowledgment, select the Print Quote Acknowledgment or Print Order Acknowledgment check box.

  7. Click OK.

    If the Print Order Acknowledgment check box or the Print Quote acknowledgment check box is selected, the quotation or sales order is sent to the default printer.