Use this screen to set up individual approval steps that can be linked together in an approval process. Identify the titles of the persons who will be doing the approval and assign default values used when the approval process calls this approval title. Use the Users subtask to designate who can electronically approve this step.
You can establish a link between an approval process and a system workflow in Costpoint Workflow so that when you initiate the workflow case, for example, Costpoint sends a message to the next approver's user ID when the requisition Status is changed to I (In Approval) in the Manage Purchase Requisitions screen. Be sure to check with your Costpoint administrator or consultant regarding establishing additional workflow settings in Costpoint Workflow.
Set up this screen when you initialize Costpoint Procurement Planning and modify it whenever modifications to an approval title are required.
Use this field to enter an identification code for this approval title.
Use this group box to set default information for each approval title.
Use this field to enter the default minimum requisition dollar for this approval title.
Use this field to enter the default maximum requisition dollar amount for this approval title. A maximum value of zero dollars indicates that no maximum limit exists for this approval title.
Use this drop-down list to select the notify code for this approval title. The options are:
No - Select this options to indicate that no notification will be sent to this approval title.
Primary - Select this option to indicate that notification will be sent if this is a primary approval title.
All - Select this option to indicate that notification will be sent to all users for this approval title.
Use this drop-down list to select the method by which this approval title is to function. The system-defined types are as follows:
Signature - Select this option to have the approval title print only in the signature block on the hard copy of the requisition. No electronic or system approval will be required.
Electronic - Select this option to have the approval title require an approval within Costpoint. No title will print on the hard copy of the requisition.
Both -Select this option to have the approval title print on the hard copy of the requisition. Electronic approval will also be required.
Select this check box to allow approvers to modify QC data on a requisition line during the approval process.
Select this check box to have Costpoint validate approvers against the Project Work Force table. The user/employee must exist in the project work force for the project entered in the requisition line being approved.
Select this check box to have Costpoint validate approvers against the organizational security activated in Costpoint System Administration.
Select this option to allow employees set up for this approval title to modify project/account/organization data contained on a requisition submitted for approval.
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Subtask |
Description |
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Users |
Select this button to open the Users subtask and establish users and employees as approvers for a particular approval code. |