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Pending

The pending module in Iptor IP1 is a unique system designed to automate your company policies and procedures and to ensure they are complied with before, not after the event, without interrupting your normal business workflow.

It allows you to trap errors before they leave your organization and can have a major positive effect on productivity, profitability and customer satisfaction. It can also dramatically enhance the quality of your administration department.

A wide range of policies can be defined in the system, in areas such as credit limits, allowable discounts, price overrides, minimum order levels, returns policies and minimum gross margins. When one of these policies is violated, the transaction involved is electronically routed to the appropriate manager for authorisation. This saves the person entering the transaction from having to make policy decisions or from having to interrupt their work to find an authorised person to make a decision. A transaction can be routed to one or more people for one or more reasons. The appropriate manager is informed that there is a transaction to review and they can then approve it, reject it or amend it. They can add a notation explaining their decision. All transactions are date, time and user stamped so a full audit trail is available.

The pending system is an innovative way to stop mistakes and policy violations occurring before the event and is a much better alternative to reporting on them after they have occurred via exception reports. While it is particularly important for order processing, the pending system is also available in other area of the software. Digital items gets checked for relevant pending codes as well.

Pending reason codes

The Pending system has a combination of system and user defined pending reason codes to determine whether or not a transaction should pend for review. Each pending reason code is designated a two character code which begins with an A, B or a 0.

  • ‘A’ codes are assigned to the header information of the order.
  • ‘B’ codes are assigned to the detail lines of the order.
  • ‘0’ codes are user defined. The system supports 100 custom pending codes (00 to 99).

For a complete list of pending reason codes see Pending reason codes.

Pending programs

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