ASSIGN USER APPROVAL

If you want to use online electronic approval for the ECN approval title, you must use this subtask to set up at least one approval user. As representatives of this approval title, these users can (within certain limits) approve or reject ECNs.

Approval Title

This field displays the approval title code.

Minimum Amount

The default minimum ECN cost amount this group needs to approve defaults. This value is taken from the main screen.

Maximum Amount

The default maximum ECN cost amount this group needs to approve defaults. This value is taken from the main screen.

Table Window

Pref Seq

Enter up to four digits to specify the order of preference for the approver. This is a required field.

User ID

Enter, or use Lookup to select, the Costpoint user ID of the person doing the online approval. You can enter up to 12 alphanumeric characters in this required field. This must be a valid user ID from the Maintain Users screen in Costpoint System Administration.

User Name

This field displays the name of the person whose ID you entered in the User ID field.

Employee

Enter, or use Lookup to select, the employee ID of the person responsible for approving ECNs. You can enter up to 12 alphanumeric characters in this optional field. This must be a valid employee ID from the Basic Employee Info screen in Costpoint Employee.

Approver Name

This field displays the approver's name for the ID entered in the Employee field.

Title

This field displays the approver's title.

Phone

This field displays the approver's phone number.

Extension

This field displays the approver's phone extension.

Minimum Amount

This editable field displays the Minimum Amount from the main screen. If the amount is greater than that on the main screen, a warning message will be displayed.

Maximum Amount

This editable field displays the Maximum Amount from the main screen. If the amount is greater or less than that on the main screen, a warning message will be displayed.

Active

Enter "Y" (Yes) if this approver is currently active for approval purposes; otherwise, enter "N" (No).

Workflow Notify

Enter "Y" (Yes) if you want this user to be notified about an ECN pending approval via Costpoint Workflow; otherwise, enter "N" (No).