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 Assign Employee Approval 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 (under the Others folder) so that when you initiate the workflow case, for example, the system sends a message to the next approver's user ID when the requisition Status is changed to "I" (In Approval) in the Enter 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 changes to an approval title are required.
Required. Enter an approval title code containing up to 15 alphanumeric characters. This code is used in the approval process.
Enter the notify code to be used by the approval title. Valid values are:
N - No notification will be sent to this approval title.
P - Notification will be sent if this is a primary approval title.
A - Notification will be sent to all users for this approval title.
Use the fields in this group box to set default information for each approval title.
Enter the minimum requisition dollar amount that will be the default for this approval title.
Enter the 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 box 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 the system. No title will print on the hard copy of the requisition.
Both - If you select this option, the approval title will print on the hard copy of the requisition, and electronic approval will also be required.
Select this checkbox to allow approvers to change QC data on a requisition line during the approval process. If you leave this checkbox blank, approvers will not be able to change QC data on a requisition line.
If you select this checkbox, approvers will be validated 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. If you leave this checkbox blank, the approvers will not be validated against the Project Work Force table. Establish the Project Work Force table in the Project Employee Work Force screen in Costpoint Project Setup.
If you select this checkbox, approvers will be validated against the organizational security activated in Costpoint System Administration.
If you select this checkbox, employees set up for this approval title will be able to change project/account/organization data contained on a requisition submitted for approval.
Select this pushbutton to access the Assign Employee Approval subtask, where you can establish users and employees as approvers for a particular approval code.