Reviewing an order

An order in Awaiting review is a proposed order assembled from the submitted request and supporting business data. Review it carefully before approving it.

Review the order details

The order page groups editable information into sections:

• Order details — customer code, currency, and whether prices include VAT.
• Order lines — item code, quantity, description, instructions, unit of measure, prices, totals, and VAT rate.
• Surcharges — extra charges and their VAT rates.
• Addresses — shipping, billing, visit, or configured custom addresses.
• Contacts — contact details associated with the order.

Values that came from the source are shown with their source information. Check unusual, missing, or low-confidence values against the source document and edit them directly when needed.

Save corrections

Select Save changes after editing. New order lines, addresses, contacts, or surcharges must also be saved before they can be fully checked. C2O keeps the saved order data and records changes in the audit trail.

The approval action is unavailable while unsaved changes remain. This prevents a decision being made on a version that has not been stored.

Resolve validation issues

The review panel shows the number of issues that still need attention. Select Show all to see each issue and jump to the related field.

Common required values include the customer code, currency, order lines, item code, quantity, unit of measure, and price. Your tenant may have additional rules. Correct the value, save the order, and check that the issue disappears.

Rules marked Required by OCP are required by the connected order platform. They cannot be edited, disabled, or deleted from the tenant administration page.

Check stock indicators

Saved order lines can show one of these stock indicators:

• a check mark means stock is sufficient;
• a warning means stock is insufficient; and
• a question mark means stock is unknown or cannot be checked yet.

Stock is not available for a newly added line until that line has been saved. Stock information supports the review; it does not by itself approve or reject an order.

Verify every source

Open the Sources panel and read each source document. Select Confirm order source for every source you have checked. The review panel shows your progress, for example, 2 of 3 source documents reviewed.

You must verify all sources before approval. Use the Audit trail tab when you need to see the recorded history of the order and its review actions.

Approve or reject ✅

You can approve only when:

• all changes are saved;
• all validation issues are resolved; and
• every source document is marked as reviewed.

Select Approve order, attest that you compared the order with all sources, and optionally add a comment. C2O then records the approval and starts the configured export.

If the request is incorrect or cannot be completed, select Reject order and provide a clear reason. Rejected orders are read-only, so make any final notes before rejecting them.