Field Descriptions

 

 

Hdr Approvals

What can I do in this subtask?

Use this subtask to view requisition approval status information.  

You cannot access this subtask if approvals are performed at the requisition line level (as determined by your settings in the Requisition Settings screen - Administration\Configure\Materials).

When should I use this subtask?

Use this subtask to view requisition approval status information.

Based on the approval process that you established in the Requisition Settings screen (Administration\Configure\Materials), you must initialize the Purchase Requisition Approval Titles and Purchase Requisition Approval Processes screens (Materials\Configure\Purchase Requisitions) in order to access records in this subtask.

The information in this subtask is only useful (and available) if your company's business practice dictates that an approval process exists. If your company has established a requisition approval process, the information in this subtask will be available for your review.

Field Descriptions

Approval Rev

This non-editable field displays the revision number.

This value represents the number of times the requisition status shifts from "R" (Rejected) to "P" (Pending).

When a requisition or requisition line has been rejected, the requisitioner can edit and save the requisition, thereby resetting the requisition status to "P" (Pending) and incrementing the revision number by one.

Sequence

This non-editable field displays the sequence number for this priority within this approval process.

For example, sequence "01" might represent the highest priority, while sequence "02" might represent the next priority in the approval path.

Sequence numbers do not have to begin with "1" or "01"; however, the lower value represents the higher priority.

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.

Approval Title *

This non-editable field displays the approval title code assigned to the approval process.

You established these codes in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions).

Approval Code

This non-editable field displays the approval code that was assigned during the approval process.

The system-defined codes are "P" (Pending), "A" (Approved), and "R" (Rejected).

Action Date/Time

This non-editable field displays the system-assigned date on which the approval status was assigned or changed.

Rejection Reason *

This non-editable field displays a rejection reason code, if "R" (Rejected) displays in the Approval Code field.

Rejection Description

This non-editable field displays the rejection reason description, based on the rejection reason code.

User

This non-editable field displays the user ID of the person who performed the approval or rejection.

Employee *

This non-editable field displays the ID of the employee assigned to the approval title action.

Employee Name

This non-editable field displays the employee name corresponding to ID in the Employee field.

Phone

This non-editable field displays the telephone number corresponding to the employee ID.

Ext

This non-editable field displays the telephone number extension corresponding to the employee ID.

Approval Type

This non-editable field displays the approval type assigned to the approval title, indicating whether this approval title requires electronic approval, signature approval, or both.

Project Validation

This non-editable field displays the Validate Against Project Work Force checkbox value for the approval title.

This checkbox displays in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions).  

If you selected the checkbox, "Y" (Yes) will display in this field. Otherwise, this field will display "N" (No).

QC Approval

This non-editable field displays the QC Changes Allowed checkbox.

This checkbox displays in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions).

If you selected the checkbox, "Y" (Yes) will display in this field; if you did not select the checkbox, "N" (No) will display in this field.

Approval Notes

This non-editable field displays an approver's explanation of an approval or rejection reason.

OK

Select this pushbutton to close or hide the subtask.

* A red asterisk denotes a required field.

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