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Supplier Objectives Reporting Definitions - Approve Objectives

Distributor reference for Supplier Objectives reporting fields in Encompass, defining approval statuses like Approved, Not Approved, Approval Pending, Deadline Expired, Assigned and Completed. v23.03+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.03

Fields And Definitions

These are the definitions of fields found on the Execution Reporting Dashboards
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  • Approval Status: Was this Objective approved at the organizational level from the Approve Objectives dashboard?
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  • Approved: The Objective has been approved at the organizational level from the Approve Objectives dashboard.
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  • Not Approved: The Objective was declined at the organizational level from the Approve Objectives dashboard.
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  • Approval Pending: The Objective has not been approved or declined yet, but is not yet past its deadline.
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  • Deadline Expired: The Objective was never approved or declined before the deadline expired.
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  • Assigned: The Task has been created and is currently available for execution by the Sales Rep
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  • Completed: The Task has been successfully completed
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  • No Placement Made: The placement was not made

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