Skyline Installation

Enable Editing of Account Information

Enable Editing of Account Information

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Enable Editing of Account Information

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To enable an approver to edit account information:

1.View the approval options.
2.Select the option Approvers can edit the Account information.
Approvers-EditAccountInfo
3.Click Button-Save.

If an approver can edit the account information they can amend the account code, name and description.  The field labels are set on the Accounts and Pricing page. Click Icon - ApprovalSave to save any changes.

Approval-ChangeAccountInfo

Notes can be added to the order which are not visible to the person who placed the order.

Approval-ChangeDetails