Approval Types |
Approvals are designed to ensure that users review and sign off on the information on requisitions, purchase orders (POs), requests for bid/quote/proposal (B/Q/P), and responses to requests for bid/quote/proposal (RFB/Q/P). Approvals can be used on both line items and headers.
The Approval Types screen enables you to define the name, description, and approval state and specify the enterprise object (i.e., requisitions, POs, requests for B/Q/P, and responses to RFB/Q/P) to which it applies.
An approval state is specified as either PENDING, APPROVED, or DENIED. This setting drives certain business rules for stages of the purchasing process. For example, if a purchase order has a PENDING approval type, someone must decide whether each line item or the entire entity should be approved or denied. As another example, if purchase orders require approval, the approval type must be APPROVED before the status may be changed to OPEN.
The Approval Types screen has one tab, Basic Info. The field in the top section of the tab enables you to create an approval ID.
Approval ID
Identifier of the approval type either being defined or that is currently selected in the grid. This field has a list box. If the approval type already exists, its description displays to the right of the field. This field is required.
Data in the fields in the bottom section of this tab enable you to define the characteristics of the approval state.
Description
Free-form text field in which you can describe the approval type. Maximum field length is 30 characters. This field is optional.
Approval state
Approval status assigned to the approval ID. This field is required. This field has a list box:
PENDING: A line item or header needs to be reviewed
APPROVED: A line item or header has been signed off and is ready to be sent to a vendor.
DENIED: A line item or header has been rejected and will not be ordered.
Used on
Place a check next to each entity to which the approval type applies.
Requisitions
Purchase orders
Requests for bid/quote/proposal
Responses to RFB/Q/P