If you key an order that requires pricing approval, you must make the 1st attempt to contact the customer via phone. If the customer cannot give approval at the time or you leave a voicemail, place the order on PR hold and follow the procedure below.

Key a header attachment in the 2nd text box with the information below:

• The name of who you spoke with or a left message for
• Phone number you called
• Why order is on PR Hold (Freight, Over 10%, etc.)
• Your name/initials & date

Examples

For Freight Approval:

Customer will not pay over PO total (per Account comments) :

Ed Data and only one or a few items have different price:

Order total is more than 10% over PO:

When releasing an order from PR Hold

• Key header attachment with the name of the person who approved the pricing
• Check dates and update if necessary
• Release order from PR hold (release code PR)