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Hdr Approvals Subtask

Use this subtask to view the approval status information of the requisition.

You cannot access this subtask if approvals are done at the requisition line level (as determined on the Configure Purchase Requisition Settings screen), or if the requisition is pending approval or was generated into a purchase order. If applicable, you must establish Requisition Approval Title settings and Requisition Approval Processes in order to track requisition approvals.

View this screen after assigning an approval process to the requisition.

Contents

Field Description
Requisition ID

This field displays the requisition ID from the main screen.

Table Window

Field Description
Approval Rev

This field displays the number of times the requisition has been through this approval process.

Sequence

This field displays the sequence number assigned to the approval title for this approval process. This number determines the preferred order of personnel in the approval process.

Approval Title

This field displays the approval title code assigned to this approval process.

Approval Code

This field displays the approval code that was assigned during this approval process. The system-defined codes are:

  • P: Pending
  • A: Approved
  • R: Rejected
Action Date

This field displays the action date, which is the date that either Costpoint or a user has assigned to this approval status.

Rejection Reason

This field displays the rejection reason code if the Approval Code is R.

Rejection Description

This field displays the description of the Rejection Reason code.

User

This field displays the user ID of the individual who performed the approval or rejection.

Employee

This field displays the employee ID of the individual assigned to the approval title action.

Employee Name

This field displays the name of the Employee.

Phone

This field displays the telephone number of the Employee.

Ext

This field displays the telephone extension number of the Employee.

Approval Type

This field displays the classification type of the Approval Title. This indicates whether the approval title requires electronic approval, signature approval, or both.

Project Validation

This field displays the Validate Against Project Work Force check box value for the approval title, as set on the Manage Purchase Requisition Approval Titles screen. If you selected the check box, Y (Yes) displays in this column. Otherwise, this field displays N (No).

QC Approval

This field displays the QC Changes Allowed check box value for the approval title, as set on the Manage Purchase Requisition Approval Titles screen. If you selected the check box, Y (Yes) displays in this column. Otherwise, this field displays N (No).

Approval Notes

This field displays the approver's explanation or additional notes for an approval or rejection.