to select, the approval title code for this approval process line.Use this screen to define approval processes using approval titles. Set up sales order approval processes when initializing Costpoint Sales Order Entry, after creating approval titles. You can modify the processes at any time but modifications will not impact approval processes already assigned to a sales order.
The approval process structure and default approval process are specified in the Sales Order Approval group box on the Configure Sales Order Entry Settings screen.
Enter an approval process code.
Enter a description for the approval process.
Enter the sequence number for this approval title's priority within this approval process.
If approval titles share the same sequence number, users assigned to each approval process can view and approve the sales order concurrently.
If an approval title has a lower sequence number than another approval title in the same approval process, that approval title with lower sequence number must be approved before other approval titles will be eligible to be approved.
Enter, or click to select, the approval title code for this approval process line.
Enter the minimum dollar amount for sales orders to require this approval title. The value in the Minimum Amount field for this approval title on the Manage Sales Orders Approval Titles screen defaults in this field. Any sales order with an estimated cost less than this amount is exempt from this approval title step. The lowest minimum dollar amount allowed is 0.
Enter the maximum dollar amount for sales orders to fall within this approval title. The value in the Maximum Amount field for this approval title on the Manage Sales Orders Approval Titles screen defaults in this field. Any sales order with an estimated cost greater than this amount is exempt from this approval title step. A value of 0 indicates that there is no maximum limit for this approval title.
Select this check box if approvers with this approval title can access the Credit Information subtask of the Approve Sales Orders screen. The Credit Information subtask includes customer-specific finance and credit information, outstanding accounts receivable balance, approved order balance, and credit remaining. Clear the View Credit Info check box to prevent this approval title from viewing customer credit information during the sales order approval process. The Allow View of Customer Credit Information setting on the Manage Sales Order Approval Titles screen defaults in this field.
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Subtask |
Description |
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View Employee Approval |
Click this link to open the View Employee Approval subtask. Use this to display the employees that are assigned to the approval titles within an approval process. |