An approval template lists the primary users who must approve an object before it
is regarded as approved. Each person can be associated with a distribution category
and a certain amount of money that he or she can approve.
Depending on the type of the approval template, the users assigned to the approval
template must have a particular privilege granted. For more information see Approval Templates.
The table below shows the available approval templates, the needed privileges for
approval, and the usage of the approval template.
Approval Template Type
|
Privilege
|
Usage
|
Addendum
|
ALLOW INQUIRY APPROVAL
|
Procurement > Inquiries Overview > Addenda
|
Backcharge
|
BC APPROVAL
|
|
Bidder
|
ALLOW SUPPLIER APPROVAL
|
Procurement > Inquiries Overview > Bidders
|
Blanket Order
|
BO APPROVAL
|
|
Change Order Request
|
COR APPROVAL
|
|
Closeout Checklist Item
|
CLOI APPROVAL
|
|
Company Profile
|
ALLOW SUPPLIER APPROVAL
|
|
Engineering Requisition
|
ER APPROVAL
|
Requisitions > Maintain Requisitions
|
Inquiry
|
ALLOW INQUIRY APPROVAL
|
Procurement > Inquiries Overview > Inquiry Details
|
Invoice
|
INV APPROVAL
|
|
Login Request
|
ALLOW SUPPLIER APPROVAL
|
|
Material Issue Report
|
MIR APPROVAL
|
Site > Material Issuing
|
Material Receiving Report
|
MRR APPROVAL
|
Site > Material Receiving
|
Milestone Progress
|
PROGRESS APPROVAL
|
Subcontract Management > Subcontractor Workload > Milestone Summary
|
Non Conformance Report
|
NCR APPROVAL
|
|
Notice of Commitment
|
NOC APPROVAL
|
|
Purchase Order
|
PO APPROVAL
|
|
Qualification
|
ALLOW SUPPLIER APPROVAL
|
|
Quote Summary
|
QUOTE APPROVAL
|
Procurement > Inquiries Overview > Quote Summaries
|
Schedule of Values
|
SOV APPROVAL
|
Subcontract Management > Subcontractor Workload > Schedule of Values
|
Schedule of Values Progress
|
PROGRESS APPROVAL
|
Subcontract Management > Subcontractor Workload > SOV Progress
|
Stores Requisition Report
|
SRR APPROVAL
|
Site > Stores Requisitions
|
Subcontract
|
SM APPROVAL
|
|
Work Progress
|
PROGRESS APPROVAL
|
Subcontract Management > Subcontractor Workload > Item Progress
|
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From the Home screen, select Administration > Global Setup > Approval Process > Approval Templates.
-
Click Add Row.
-
Type a Template Name.
-
Type the template Short Description and Description.
-
Select a Template Type from the list.
-
Select Yes in Title Based Approval? to specify title-based approval and then click Save.