Field Descriptions

 

 

Approval Process

What can I do in this subtask?

Use this subtask to add or view current requisition approval status information.

Although you can add additional approval titles in this subtask, you cannot modify or delete existing records. Based on the user ID, some fields in this screen will be editable for some users and non-editable for others.

When should I use this subtask?

Use this subtask to add or view requisition approval status information, as needed.

Field Descriptions

Table Window

Rev No

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

Seq *

Enter the sequence number, which represents the priority within this approval process.

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

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.

Apprvl Title *

Enter, or use Lookup to select, up to 15 alphanumeric characters to identify the approval title code.

The data available in the Lookup originates from the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions).

"President," VP of Finance," "Dpt Mgr," and "Prog Mgr" might represent approval titles, for example.

Apprvl 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).

Employee

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

Apprvl User

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

Approval Date/Time

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

Phone

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

Rej Reason

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

Apprvl Type

Enter, or use Lookup to select, the approval type code.

This field represents the approval type assigned to the approval title.

Your system-assigned choices are "Electronic," "Signature," or "Both."

Your selection indicates the approval type required.

Approval Notes

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

Proj Validation

Select this checkbox to allow the approver to make changes on the requisition. These changes will be specific to project data.

QC Approval

This non-editable field displays the QC Changes Allowed 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; if you did not select the checkbox, "N" (No) will display in this field.

This selection allows the approver to modify quality control data on the requisition.

PAO Apprvl

Select this checkbox to allow the approver to make changes on the requisition. These changes will be specific to PAO (Project, Account, Organization) information.

OK

Select this pushbutton to close or hide the subtask.

* A red asterisk denotes a required field.

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