Field Descriptions

 

 

Approvals

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.

Some fields in this subtask may be non-editable for certain users, contingent upon the approval title and approval process designations.

When should I use this subtask?

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

Field Descriptions

Approval Rev

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 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" as the highest and sequence "02" as next 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.

Approval 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" represent approval titles, for example.

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 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.

Phone

This non-editable field displays the employee telephone number.

Ext

This non-editable field displays the telephone number extension.

Approval Type

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

You can use the drop-down box to make a selection. Your choices are "Electronic," "Signature," or "Both."

Your selection indicates the approval type required.

Project Validation

This 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

The 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.

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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