Manage Purchase Requisition Approval Titles

Use this screen to set up individual approval steps that can be linked together in an approval process.

Identify the titles of the persons who will be doing the approval and assign default values used when the approval process calls this approval title. Use the Users subtask to designate who can electronically approve this step.

You can establish a link between an approval process and a system workflow in Costpoint Workflow so that when you initiate the workflow case, for example, Costpoint sends a message to the next approver's user ID when the requisition Status is changed to I (In Approval) on the Manage Purchase Requisitions screen. Be sure to check with your Costpoint administrator or consultant regarding establishing additional workflow settings in Costpoint Workflow.

Set up this screen when you initialize Costpoint Procurement Planning and modify it whenever modifications to an approval title are required.

For more information on how to initiate a workflow for a requisition approval and add the approval entry values for the requisition approval email, see Initiate a Workflow for a Requisition Approval and Add the Approval Entry Values for the Requisition Approval Email.