Use this screen to define one or many approval processes. You can link the approval process to projects, account/organization combinations, and requisition line types, if selected in the Requisition Settings screen.
Set up this screen when you initialize Costpoint Procurement Planning, and modify it whenever changes to an approval process are required.
Enter an approval process code containing up to eight alphanumeric characters. This field is required.
Enter a description of the approval process code containing up to 30 alphanumeric characters. This field is required.
This group box is enabled when you select Item Type as the approval process in the Requisition Settings screen. Your selections are Part, Goods, Service, Misc (Default), Vendor Return, and Subcontract. You can link only one approval process to each item type, but you can have an approval process linked to multiple item types.
Enter the sequence number for this approval title's priority within this approval process. The sequence numbers do not need to be unique for an approval process. If approval titles share the same sequence number, the system will allow users assigned to each approval process to view and approve the requisition concurrently. If an approval title has a lower sequence number than another approval title in the same approval process, the first approval title's users must approve the requisition before the second approval title's users can approve or reject the requisition. This field is required.
Enter, or use Lookup to select, the approval title code to be assigned to this approval process. This field is required. Establish approval title codes in the Requisition Approvals Titles screen.
Enter the minimum dollar amount that requisitions/requisition lines must have to require this approval title. The Minimum Amt for this approval title from the Requisition Approval Titles screen will default but can be changed. Any requisition with an estimated cost less than this amount does not need to go through this approval title step. Zero is the lowest minimum dollar amount allowed.
Enter the maximum dollar amount that requisitions/requisition lines must have to require this approval title. Enter zero to indicate that no maximum limit exists for this approval title. The Maximum Amt for this approval title from the Requisition Approval Titles screen will default but can be changed. Any requisition with an estimated cost greater than this amount does not need to go through this approval title step.
Enter "Y" (Yes) if electronic approvers of this approval title will be able to change QC data and requisition line text on a requisition line. Enter "N" (No) if the approvers cannot change QC data on a requisition line. The QC Changes Allowed from the Requisition Approval Titles screen for this approval title will default, but you can override it. This field is required.
Enter "Y" (Yes) if approvers are allowed to change project/account/organization information during the approval process, "N" (No) if not. The flag from the Requisition Approval Titles screen default, but you can override it. This field is required.
Enter "Y" if electronic approvers of this approval title will be validated against the Project Work Force table, "N" if not. The Validate Against Project Work Force from Requisition Approval Titles for this approval title will default, but you can override it. This field is required.
Enter "Y" if approvers will be validated against organizational security measures activated in Costpoint System Administration, "N" if not. The value from the Requisition Approval Titles screen will default, but you can override it.
Enter, or use Lookup to select, the approval type to be used for this approval process. The system defaults are:
"S" (Signature) - This indicates that the approval title will print only on the hard copy of the requisition.
"E" (Electronic) - This type indicates that the approval title will require approval within Costpoint.
"B" (Both) - This type indicates that the approval title will print on the hard copy of the requisition and require approval within the system.
Electronic approval requires the users to be linked to the approval title. The default Approval Type from the Requisition Approval Titles screen for this approval title will default, but you can override it. This field is required.
Select this pushbutton to open the Link Acct/Org subtask, where you can link account/organization combinations to an approval process.
Select this pushbutton to open the Link Project subtask, where you can link projects to an approval process.
Select this pushbutton to activate the View Employee Approval subtask, where you can view users and employees for this approval title.