Approval Titles

Enter up to five digits to identify the sequence number for this approval title's 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.

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.

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

The data in the Lookup originates from the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions); therefore, it is imperative that you have already established records in this screen.

After you press the tab key to exit this field, the remaining fields might display default data, based on your setup of the title code in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions).

This default data can be modified as needed.

Enter the minimum dollar amount that requisitions/requisition lines must have to require this approval title.

The Minimum Amount for this approval title from the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions) will display in this field; however, you can modify this data as needed.

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.

As a general rule, values in the Minimum Amount and Maximum Amount fields should not overlap.

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 Amount for this approval title from the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions) will display in this field; however, you can modify this data as needed.

Any requisition with an estimated cost greater than this amount does not need to go through this approval title step.

As a general rule, values in the Minimum Amount and Maximum Amount fields should not overlap.

Select this checkbox to allow approvers of the approval title to modify QC (Quality Control) data.

Your selection from the QC Changes Allowed checkbox in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions) will display in this field; however, you can modify this data as needed.

It is a good practice not to select this checkbox unless you can link the "Quality Control" title to the approval process.

Select this checkbox to allow the users or employees associated with this approval process to modify project/account/organization data on a requisition.

It is a good practice to allow the PAO (Project, Account, Organization) approval because it allows the approver to make corrections on the requisition.

If you do not select this checkbox, users or employees associated with this approval process will not be able to change project/account/organization data on a requisition.

Select this checkbox to allow the users or employees associated with this approval process to modify data on a requisition as it relates to project validation.

It is a good practice to allow the project validation because it enables the approver to make corrections (related to project issues) on the requisition.

If you do not select this checkbox, users or employees associated with this approval process will not be able to resolve project validation issues.

Select this checkbox to allow the users or employees associated with this approval process to modify data on a requisition as it relates to organization validation.

It is a good practice to allow the approver to make corrections relating to the organization in order to resolve validation issues.

If you do not select this checkbox, users or employees associated with this approval process will not be able to correct organization validation issues on a requisition.

Use the drop-down box to make a selection. Your choices are "Signature," "Electronic," and "Both."

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 process code 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 process code will print on the hard copy of the requisition, and electronic approval will also be required. It is a good practice to select this option for tracking purposes; in addition this option allows you to receive a hard copy of the requisition that you can retain for your records.

Click on this pushbutton to close or hide subtask data.