Approval authorization table

The approval authorization defines which approval steps should apply to a combination of facility and pool. Entries in this table define all approval steps that a requisition must meet before it will be considered to be approved. Only approved requisitions may be added to a purchase order.

The approval authorization also defines the approvers and their approval limits. If a limit is left as zero, then it will be considered unlimited. The first user on the list, sequenced by approval limit, will receive the direct approval capability for that facility, pool, and approval step. That user is considered the primary or direct approver for that step and will receive a message upon signing on to the system that the approval step is waiting for approval. All users with a larger approval limit may also view and even approve the order.

The approval steps and levels defined at the time an order is submitted for approval are used to determine the approval routing. Subsequent changes to this setup will only affect new submissions. It is therefore important to ensure that the steps and levels are initially defined correctly.

1. At the Asset Management main menu, select Administration | Tables | Acquisition | Approval Authorization. The Edit Approval Authority change screen appears.
2. Click Add . The Edit Approval Authority add screen appears.
3. Fill in the fields as required.

   Facilityis the facility that the approval authorization is valid for. You can right-click in the field and select Prompt to select the facility from a list.

   Poolis the equipment pool that the authorization is valid for. Click on the appropriate pool button to change the pool.

   Approvalis the approval type for which authorization is being given. You can right-click in the field and select Prompt to select the approval type from a list.

   Useris the user ID of the person being given approval authorization. You can right-click in the field and select Prompt to select the user from a list.

   Max Cap Costis the maximum capital cost that the user can approve, no decimals.

   Min GM%is the minimum gross margin percent that the user can approve, to 2 decimal places. It is optional.

4. Click Enter to save the authorizations.

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