Use this screen to create purchase requisition approval titles.
A purchase requisition approval title represents a designation that allows certain people in your company to approve requisitions. You can assign certain privileges (or restrictions) to each approval title you define in this screen.
In addition, you can group or categorize employees by title in order to establish the process by which requisitions can be approved.
You can establish a link or relationship between an approval title and the applications in the Workflow module. If this link is established, you can send an electronic message to the approver. Based on the configurations you establish in the Workflow applications, approvers can receive email notification informing them that requisitions are complete and awaiting approval. If you want to include this type of functionality in your approval process, you should contact a Costpoint Administrator or Consultant to assist you in establishing these configuration settings.
This screen displays the Users subtask. This subtask allows you to assign approval titles to specific users.
You should define records in this screen as part of your initial setup of applications in the Materials domain.
Enter up to 15 alphanumeric characters to identify the approval title code.
This code will be used in the approval process.
"President," "VP of Finance," "Quality Control," "Dept Manager," and "Program Manager" represent approval title codes.
Use the fields in this block group box to establish default information for each approval title.
This group box displays the Minimum Amt and Maximum Amt fields.
Enter the minimum requisition dollar amount that will represent the default for this approval title.
Enter the maximum requisition dollar amount that will represent the default for this approval title.
A maximum value of zero dollars indicates that no maximum limit exists for this approval title.
Use the drop-down box to make a selection. Your choices are "No," "Primary," and "All."
No - Use this option to indicate that no notification will be sent to the approver, based on this approval title.
Primary - Use this option to indicate that notification will be sent to "Primary" approvers, based on this approval title.
All - Use this option to indicate that notification will be sent to all users for this approval title.
Use this drop-down box to select the method by which this approval title is to function. 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 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. 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.
Use the checkboxes to stipulate the modifications or adjustments that can be made to a requisition.
Select this checkbox to allow the approver to change QC (Quality Control) data on a requisition line during the approval process.
If you do not select this checkbox, approvers will not be able to change QC data on a requisition line.
Validate Against Project Work Force
If you select this checkbox, approvers will be validated against the Project Work Force table. The user/employee must exists in the project work force for the project entered in the requisition line being approved.
If you do not select this checkbox, the approvers will not be validated against the Project Work Force table.
You establish the Project Work Force table in the Employee Work Force screen (Projects\Maintain\Labor Categories).
If you select this checkbox, approvers will be validated against the organizational security activated in Administration domain.
If you select this checkbox, employees associated with this approval title will be able to change project/account/organization data on a requisition submitted for approval.
* A red asterisk denotes a required field.
Click on this link to open the Users subtask, where you can designate users as approvers for a particular approval code.
Changes to this screen update the APPRVL_PROC_TITLE (Requisition Approval Process Title) table.