USERS

Use this subtask to enter and view the details of the user eligible to approve/reject the requisition.

Prefer Seq

Enter the preferred sequence number of the employee for this approval title. Lower numbers have the highest priority in this approval title. This field is required.

You can enter duplicate numbers, but when one of the employees with a duplicate sequence number approves or rejects a particular requisition, other employees with the same sequence number will no longer have approval access for that requisition.

User ID

Enter, or click to select, the user ID of the person eligible to perform the approval for this approval title. This field is required. Enter and maintain user names and IDs in the Maintain Users screen in Costpoint System Administration.

User Name

This field displays the user name for the user ID entered.

Employee

Enter, or click to select, the default employee ID of the person to whom the approval/rejection of a requisition line is attributed. Enter and maintain employee information in Costpoint Employee.

Employee Name

This field displays the employee name assigned to the employee ID entered.

Title

This field displays the title assigned to the employee ID entered.

Phone

This field displays the telephone number assigned to the user ID entered.

Extension

This field displays the extension assigned to the user ID entered.

Active

This check box defaults to Y (Yes) if the employee is authorized to approve or reject requisitions, and N (No) if not. This check box helps you manage situations such as when an employee is temporarily removed from having approval responsibilities.  

Minimum Amount

Enter the minimum requisition dollar amount that the user can approve or reject. The approver will not see or be able to approve requisitions below this dollar amount.

Maximum Amount

Enter the maximum requisition dollar amount that the user can approve or reject. The approver will not see or be able to approve requisitions exceeding this dollar amount.

Enter a zero amount to indicate that no maximum dollar limit exists for an approver.