MANAGE PURCHASE REQUISITION APPROVAL PROCESSES

Use this screen to define one or many approval processes. You can link the approval process to projects, account/organization combinations, and requisition line types, if selected in the Configure Purchase Requisition Settings screen.

Set up this screen when you initialize Costpoint Procurement Planning, and modify it whenever modifications to an approval process are required.

Location

Requisition Approval Process Code

Enter an approval process code.

Description

Enter a description of the Requisition Approval Process Code.

Item Type Links

This group box is enabled when you select the Item Type option as the approval process in the Configure Purchase Requisition Settings screen. Use this group box to select the item types you want to associate with this requisition approval process code. You can link only one approval process to each item type, but you can have an approval process linked to multiple item types.

Part

Select this check box to associate this requisition approval process code to parts.

Goods

Select this check box to associate this requisition approval process code to goods.

Service

Select this check box to associate this requisition approval process code to services.

Misc (Default)

Select this check box to associate this requisition approval process code to miscellaneous items.

Vendor Return

Select this check box to associate this requisition approval process code to vendor returns.

Subcontract

Select this check box to associate this requisition approval process code to subcontracts.

Subtasks

Table Window

This table window lists the requisition approval process details.

Sequence

Enter the sequence in which this approval title step should be performed. Duplicate numbers are allowed.

Approval Title Code

Enter, or click to select, the approval title code to be assigned to this approval process.

Minimum Amount

Enter the minimum amount that requisitions must have to require this approval title.

Maximum Amount

Enter the maximum amount that requisitions must have to require this approval title. If you enter zero (0), this means there is no maximum amount.

QC Approval

Select this check box if approvers of this approval title will be able to change QC data on a requisition line.

PAO Approval

Select this check box to allow approvers to change charge numbers of requisitions during approval.

Proj Validation

Select this check box to validate your ability to access requisitions based on the project workforce settings.

Org Validation

Select this check box to validate your ability to access requisitions based on the organizational security settings.

Approval Type

Select the approval type option from the drop-down list. The approval types are Signature, Electronic, or Both.

• Table Information

  Changes to this screen update the following tables:

  • APPRVL_PROC_TITLE

  • RQ_APPR_TITLE_USER

  • RQ_APPRVL_PROC

  • ORG_ACCT

  • PROJ