Use this screen to define purchase requisition approval process codes.
You can link the approval process codes to projects and account/organization combinations. In addition, you can link approval process codes to requisition line types, based on your configuration settings in the Requisition Settings screen (Administration\Configure\Materials).
While the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions) allows you to link or associate employees with title codes, this screen actually allows you to define the approval process and link the title codes you previously established. This link dictates which employees are part of a specific approval process.
This screen displays the Approval Titles, Link Acct/Org, and Link Project subtasks.
You should establish entries in this screen as part of your initial setup of applications in the Materials domain. Specifically, you should only use this application if it is your company's policy or business practice to require an approval process, as defined by your configuration settings in the Requisition Settings screen (Administration\Configure\Materials).
In addition, you must define entries in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions) before adding records in this application.
Requisition Approval Process Code *
Enter up to eight alphanumeric characters to identify the requisition approval process code.
"Capital," "Dir Mat," and "Sbcntrct" represent examples of approval codes. "Capital Expense Only," Direct Material Expenses Only," and "Subcontract Labor Expense Only" represent examples of the corresponding approval code descriptions.
Enter up to 30 alphanumeric characters to describe the requisition approval process code.
Use the checkboxes in this block to link approval process codes to specific items.
You can only access the checkboxes in this block if you selected the Item Type radio button in the Requisition Approval block of the Requisition Settings screen (Administration\Configure\Materials).
Select this checkbox to link "parts" to the requisition approval process code.
You defined parts parameters in the Parts User Flow screen (Materials\Maintain\Item).
Select this checkbox to link "goods" to the requisition approval process code.
You defined goods in the Goods User Flow screen (Materials\Maintain\Item).
Select this checkbox to link "services" to the requisition approval process code.
You defined services parameters in the Services User Flow screen (Materials\Maintain\Items).
It is a good practice to select this option to capture all services.
Select this checkbox to link a "miscellaneous" item to the requisition.
You defined miscellaneous items in the Goods User Flow and Services User Flow screens (Materials\Maintain\Items).
Select this checkbox to link all parts associated with vendor returns.
Select this checkbox to link a "subcontract" to the requisition approval process code.
You defined subcontract parameters in the Services User Flow screen (Materials\Maintain\Items).
Click on this link to open the Approval Titles subtask, where you can link an approval title to an approval process.
Click on this link to open the Link Acct/Org subtask, where you can link account/organization combinations to an approval process.
Click on this link to open the Link Project subtask, where you can link projects to an approval process.
* A red asterisk denotes a required field.
Changes to this screen update the RQ_APPRVO_PROC (Requisition Approval Process) table.