to select, the ID of the user eligible to perform the electronic approval for this approval title.Use this screen to define sales order approval titles for use within approval processes. You must define approval titles before structuring approval processes. You then assign employee and system user IDs to the titles.
Set up approval titles when initializing Costpoint Sales Order Entry, and modify them at any time. It is best to modify titles and validations when the fewest sales orders will be affected.
The approval process structure and default approval process are specified in the Sales Order Approval group box on the Configure Sales Order Entry Settings screen.
Enter an approval title code. This code is used in the approval process.
Use the fields in this group box to establish defaults for each approval title.
Enter the minimum sales order total amount, up to 999,999,999,999.99, to require approval from this approval title. Sales orders with a total amount less than the amount on this field does not need to go through approval for the specified approval title. This is a default value that can be overridden on the Manage Sales Order Approval Processes screen.
Enter the maximum sales order total amount, up to 999,999,999,999.99, that is eligible for approval from this title. A maximum value of 0 indicates that there is no limit for this approval title. Sales orders with a total amount more than the amount on this field does not need to go through approval for the specified approval title. This is a default value that can be overridden on the Manage Sales Order Approval Processes screen.
Select this check box if approvers with this approval title are allowed to access the Credit Information subtask of the Approve Sales Orders screen. The Credit Information subtask includes customer-specific finance and credit information, outstanding accounts receivable balance, approved order balance, and credit remaining. This can be overridden on the Manage Sales Order Approval Processes screen.
Enter the preferred sequence number, up to four characters, in this field for an employee for this approval title. Users with low sequence numbers are considered the preferred approvers for this title.
Enter, or click to select, the ID of the user eligible to perform the electronic approval for this approval title.
This field displays the user name associated with the user ID.
Enter, or click to select, the ID of the employee to whom the approval/rejection of a sales order is attributed.
This field displays the employee name associated with the employee ID.
This field displays the title associated with the employee ID.
This field displays the telephone number of the employee.
This field displays the employee's telephone number extension.
Enter the minimum sales order amount that the user can approve or reject. The approver cannot approve (or view) sales orders less than this amount.
Enter the maximum sales order amount that the user can approve or reject. The approver cannot approve (or view) sales orders for more than this amount. An amount of 0 indicates that no maximum limit exists for this approver.