USERS

Use this subtask to establish users and employees as approvers for an approval title.

Table Window

Prefer Seq

Enter the preferred sequence number of this 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 use Lookup to select, the user ID of the person eligible to electronically approve 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 use Lookup to select, the default employee ID of the person to whom the approval/rejection of a requisition (line) will be attributed. Enter and maintain employee information in Costpoint Employee.

Employee Name

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

Title

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

Phone

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

Extension

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

Active

This flag will default to "Y" (Yes) if the employee is authorized to approve or reject requisitions, "N" (No) if not. This flag helps you to handle situations in which an employee is temporarily removed from approval responsibilities.

Minimum Amount

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

Maximum Amount

Enter the maximum requisition dollar amount that this 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 this approver.