Use this subtask to view the approval process, specific to the requisition line you selected.
This subtask will only be enabled if it is your company's business practice to require requisition approvals at the line level, as indicated by your control parameters in the Requisition Settings screen (Administration\Configure\Materials).
In addition, this subtask will display only those approval lines intended for your consideration and review based on your user ID.
You can use this subtask to view requisition line approval information, as needed.
This screen will be enabled and certain requisition line information will be displayed, contingent upon the designation of control parameters in the Requisition Settings screen (Administration\Configure\Materials) coupled with applicable user ID restrictions.
This field displays the requisition ID.
The requisition ID is a unique alphanumeric combination used to identify the requisition. This alphanumeric combination is used throughout Costpoint to identify or reference the requisition.
This field displays the requisition status.
System-defined status types include:
P - Pending. This status indicates the requisition is being modified by the requisitioner. This status will exists until the requisitioner submits the requisition for approval or freezes it from further changes, if no approvals are required.
I - In-Approval. This status indicates the requisition has been submitted for approval and is in the process of being reviewed.
V - Void. This status indicates the requisition has been voided and no further processing may occur.
A - Approved. This status indicates the requisition has been approved and can be processed into a purchase order in the Process Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions).
R- Rejected. This status indicates the requisition has been rejected during the approval process or rejected by a buyer in the Process Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions). A requisition with this status can be corrected and resubmitted for approval.
G - PO Generated. This status indicates a purchase order has been created from this requisition. A requisition with this status cannot be modified.
C- Closed. This status indicates a requisition has been closed by the buyer. This status may represent a requisition that has been partially converted into a purchase order; it may also represent the status of a requisition that has been cancelled prior to purchase order creation.
This field displays the requisition transaction currency code.
This field displays the requisition line number.
This field displays the line status.
System-defined status types include:
P - Pending. This status indicates the requisition is being modified by the requisitioner. This status will exists until the requisitioner submits the requisition for approval or freezes it from further changes, if no approvals are required.
I - In-Approval. This status indicates the requisition has been submitted for approval and is in the process of being reviewed.
V - Void. This status indicates the requisition has been voided and no further processing may occur.
A - Approved. This status indicates the requisition has been approved and can be processed into a purchase order in the Process Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions).
R- Rejected. This status indicates the requisition has been rejected during the approval process or rejected by a buyer in the Process Purchase Requisitions screen (Materials\Transactions\Purchase Requisitions). A requisition with this status can be corrected and resubmitted for approval.
G - PO Generated. This status indicates a purchase order has been created from this requisition. A requisition with this status cannot be modified.
C- Closed. This status indicates a requisition has been closed by the buyer. This status may represent a requisition that has been partially converted into a purchase order; it may also represent the status of a requisition that has been cancelled prior to purchase order creation.
This field displays the order type.
The system-defined types are "Purchase Orders," "Blanket Orders," and "Release Orders."
This 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 or requisition line 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.
This value, therefore, is indicative of the number of times the requisition has been submitted for approval.
This field displays the sequence number for this priority within this approval process.
The requisition approval process is determined by the configuration settings you established in the Requisition Settings screen (Administration\Configure\Materials).
Once an approval process is in place, approval titles and other stipulations are associated or linked to each process; in addition, employees can be grouped or categorized by title in order to establish the process by which requisitions can be approved.
Sequence numbers can be associated with each process, thus determining the order by which these groups must review the requisition in order to authorize or reject the item purchase.
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.
This field displays the approval title code assigned to the approval process.
You established these codes in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions).
"President," VP of Finance," "Dpt Mgr," and "Prog Mgr" represent approval titles, for example.
This field displays the approval code that was assigned during the approval process.
The system-defined codes are "P" (Pending), "A" (Approved), and "R" (Rejected).
This field displays the action date, which is the date that either the system or a user assigned an approval status.
This field displays the ID of the employee assigned to the approval title action.
This field displays the employee telephone number.
This field displays the telephone number extension.
This field displays the approval type assigned to the approval title.
System-defined approval types include:"Electronic," "Signature," or "Both."
This field displays the user ID of the employee who performed the approval or rejection.
This field displays the approver's explanation of an approval or rejection reason.
The 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) displays in this field; if you did not select the checkbox, "N" (No) displays in this field.
This field displays the ID of the employee assigned to the approval title action.
This field displays a rejection reason code, if "R" (Rejected) displays in the Approval Code field in this subtask.
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) displays in this field; if you did not select the checkbox, "N" (No) displays in this field.
This field displays the rejection reason description.
Select this pushbutton to close or hide the subtask.