Use this screen to define one or more approval titles specific to one or many approval processes. The structure of approval processes depends on the approval method selected in the Sales Order Settings screen. You must first build approval titles in structuring approval processes. The title of the person(s) responsible for approving orders is defined, along with minimum/maximum dollar amounts and other related validations. You then assign employee and system user IDs to the various titles.
Set up approval titles when initializing Costpoint Sales Order Entry, and modify them as necessary. You must establish titles before you can create approval processes and make changes to titles and their associated validations when the fewest sales orders will be affected.
Enter an approval title code of up to 15 alphanumeric characters in this required field. This code will be used in the approval process.
Use the fields in this group box to enter default information for each approval title.
Enter the minimum sales order total dollar amount of up to 16 characters (999,999,999,999.99) that will be the default value for this approval title.
Enter the maximum sales order total dollar amount of up to 16 characters (999,999,999,999.99) that will be the default value for this approval title; a maximum value of zero indicates that there is no limit for this approval title.
Select this checkbox if approvers with this approval title will be able to access the Credit Information subtask of the Approve Sales Orders screen. The Credit Information subtask includes customer-specific finance and credit information, outstanding A/R balance, approved order balance, and credit remaining.
If you do not select this checkbox, approvers will not be able to view customer credit information during the sales order approval process.
Enter the preferred sequence number of up to four characters in this required field for an employee for this approval title; the lower the number, the higher the priority. Duplicate numbers are allowed, but when one of the approval titles with a duplicate sequence number approves or rejects a particular sales order, the other approval title(s) with the same sequence number will no longer have approval access for that order.
Enter, or use Lookup to select, the user ID of the person eligible to perform the electronic approval for this approval title. This is a required field of up to 12 characters.
This non-editable field displays the user name associated with the user ID.
Enter, or use Lookup to select, the 12-character default employee ID of the person to whom the approval/rejection of a sales order will be attributed.
This non-editable field displays the employee name associated with the employee ID.
This non-editable field displays the title associated with the employee ID.
This non-editable field displays the phone number of the employee.
This non-editable field displays the employee's phone number extension.
Enter the minimum requisition dollar amount that the user can approve/reject. The approver will not be able to approve (or view) sales orders less than this amount.
Enter the maximum requisition dollar amount that the user can approve/reject. The approver will not be able to approve (or view) sales orders more than this amount. An amount of zero indicates that no maximum dollar limit exists for this approver.