Use this screen to define one or many approval processes. You can link the approval process to projects, account/organization combinations, and requisition line types, if selected in the Configure Purchase Requisition Settings screen.
Set up this screen when you initialize Costpoint Procurement Planning, and modify it whenever modifications to an approval process are required.
Use this field to enter an approval process code.
Use this field to enter a description of the Requisition Approval Process Code.
This group box is enabled when you select the Item Type option as the approval process in the Configure Purchase Requisition Settings screen. Use this group box to select the item types you want to associate with this requisition approval process code. You can link only one approval process to each item type, but you can have an approval process linked to multiple item types.
Select this check box to associate this requisition approval process code to parts.
Select this check box to associate this requisition approval process code to goods.
Select this check box to associate this requisition approval process code to services.
Select this check box to associate this requisition approval process code to miscellaneous items.
Select this check box to associate this requisition approval process code to vendor returns.
Select this check box to associate this requisition approval process code to subcontracts.
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Subtask |
Description |
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Approval Titles |
Select this button to open the Approval Titles subtask and link approval titles to this approval process code. |
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Link Acct/Org |
Select this button to open the Link Acct/Org subtask and link account/organization combinations to this approval process code. |
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Link Project |
Select this button to open the Link Project subtask and link projects to this approval process code. |