Approval Sequences - Intergraph Smart Materials - Version 10.1 - Administration & Configuration - Hexagon

Intergraph Smart Materials Classic Administration (10.1)

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Intergraph Smart Materials
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Classic
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Administration & Configuration
Smart Materials/Smart Reference Data Version
10.1

The table below shows the available approval sequences, associated settings, and the relationship between objects and privileges.

The Screen column shows the screen(s) where the approval template is used. The Filled from… column indicates what setting, if any, is used to automatically fill the approval sequence from a pre-defined approval template. The Started by… column indicates the event on the associated screen that triggers the beginning of the approval sequence.

Screen

Approval template type

Privilege

Filled from...

Started by...

C.20.01 Prepare MRR by PO

C.20.01.02 Prepare MRR by PO2

C.20.03 MRR by Direct Receive

C.20.04 Prepare MRR by Release Notes

C.20.05 Prepare MRR by Packages

Material Receiving Report

MRR APPROVAL

Project default ZC_MRRAPRV

RfA check box

C.20.21 MIR by Reservation

C.20.21.11 MIR for Plates

C.20.22.01 MIR by BOM Commodity

C.20.22.02 MIR by BOM Commodity (Group by)

C.20.22.04 MIR by BOM Ident

C.20.23.01 MIR by Direct Issue

C.20.23.02 MIR by Direct Issue (Group by)

Material Issue Report

MIR APPROVAL

Project default: ZC_MIRAPPR

RfA check box

C.60.02 Stores Requisitions

Stores Requisition Report

SRR_APPROVAL

Project default ZC_SRRAPPR

RfA check box

P.20.01 Suppliers/Subcontractors, Qualifications tab

Qualification

ALLOW SUPPLIER APPROVAL

DBA setting QUALIFICATION_APT. Alternatively,
P.10.25 Question List: assigned approval sequence

Submit

P.20.02 Login Requests

Login Request

ALLOW SUPPLIER APPROVAL

DBA setting: LOGIN_REQUEST_APT

Submit

P.20.04 Company Profile

Company Profile

ALLOW SUPPLIER APPROVAL

DBA setting COMPANY_PROFILE_APT. Alternatively,
P.10.25 Question List: assigned approval sequence

Submit

P.30.21 Prepare RFQ, Bidders tab

Bidder

ALLOW SUPPLIER APPROVAL

No

Request Bidder Approval check box

P.30.21 Prepare RFQ, Addenda tab

Addendum

ALLOW INQUIRY APPROVAL

Project default: ZP_APRADD

Addendum Ready for Approval check box

P.30.21 Prepare RFQ, Inquiry tab

Inquiry

ALLOW INQUIRY APPROVAL

No

Inquiry RfA check box

P.30.22 Commercial Evaluation, Quote Summaries tab

Quote Summary

QUOTE APPROVAL

No

Quote RfA check box

P.50.07 Maintain Agreements

Blanket Order

BO APPROVAL

Project default: ZP_APRBO

Ready for Approval check box

P.50.07 Maintain Agreements

Notice of Commitment

NOC APPROVAL

Project default: ZP_APRNC

Ready for Approval check box

P.50.07 Maintain Agreements

Purchase Order

PO APPROVAL

Project default: ZP_APRPO

Ready for Approval check box

P.50.07 Maintain Agreements

Subcontract

SM APPROVAL

Project default: ZP_APRSM

Ready for Approval check box

R.30.01 Maintain Requisitions

Engineering Requisition

ER APPROVAL

No

RfA check box

SM.20.11 Subcontract Administration, Item Progress tab

Work Progress

PROGRESS APPROVAL

Project default: ZP_APRWKP

Submit

SM.20.11 Subcontract Administration, Schedule of Values tab

Schedule of Values

SOV APPROVAL

Project default: ZP_APRSOV

Submit

SM.20.11 Subcontract Administration, SOV Progress tab

Schedule of Value Progress

PROGRESS APPROVAL

Project default: ZP_APRSVP

Submit

SM.20.11 Subcontract Administration, Milestone Summary tab

Milestone Progress

PROGRESS APPROVAL

Project default: ZP_APRMSP

Submit

SM.20.11 Subcontract Administration, Invoices tab

Invoice

INV APPROVAL

Project default: ZP_APRINV

Invoice Ready for Approval check box

SM.20.11 Subcontract Administration, Closeout Checklist tab

Closeout Checklist Item

CLOI APPROVAL

Project default: ZP_APRCLOI

Closeout Item Ready for Approval check box

SM.30.07 Non Conformance Reports

Non Conformance Reports

NCR APPROVAL

No

Ready for Approval check box

SM.40.02 Change Order Requests

Change Order Request

COR APPROVAL

Project default: ZP_APRCOR

Ready for Approval check box

SM.40.05 Back Charges

Back Charge

BC APPROVAL

No

Manually

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

P.30.21 Prepare RFQ, Addenda tab

Backcharge

BC APPROVAL

SM.40.05 Back Charges

Bidder

ALLOW SUPPLIER APPROVAL

P.30.21 Prepare RFQ, Bidders tab

Blanket Order

BO APPROVAL

P.50.07 Maintain Agreements

Change Order Request

COR APPROVAL

SM.40.02 Change Order Requests

Closeout Checklist Item

CLOI APPROVAL

SM.20.11 Subcontract Administration, Closeout Checklist tab

Company Profile

ALLOW SUPPLIER APPROVAL

P.20.04 Company Profile

Engineering Requisition

ER APPROVAL

R.30.01 Maintain Requisitions

Inquiry

ALLOW INQUIRY APPROVAL

P.30.21 Prepare RFQ, Inquiry tab

Invoice

INV APPROVAL

SM.20.11 Subcontract Administration, Invoices tab

Login Request

ALLOW SUPPLIER APPROVAL

P.20.02 Login Requests

Material Issue Report

MIR APPROVAL

C.20.21 MIR by Reservation

C.20.21.11 MIR for Plates

C.20.22.01 MIR by BOM Commodity

C.20.22.02 MIR by BOM Commodity (Group by)

C.20.22.04 MIR by BOM Ident

C.20.23.01 MIR by Direct Issue

C.20.23.02 MIR by Direct Issue (Group by)

Material Receiving Report

MRR APPROVAL

C.20.01 Prepare MRR by PO

C.20.01.02 Prepare MRR by PO2

C.20.03 MRR by Direct Receive

C.20.04 Prepare MRR by Release Notes

C.20.05 Prepare MRR by Packages

Milestone Progress

PROGRESS APPROVAL

SM.20.11 Subcontract Administration, Milestone Summary tab

Non Conformance Report

NCR APPROVAL

SM.30.07 Non Conformance Reports

Notice of Commitment

NOC APPROVAL

P.50.07 Maintain Agreements

Purchase Order

PO APPROVAL

P.50.07 Maintain Agreements

Qualification

ALLOW SUPPLIER APPROVAL

P.20.01 Suppliers/Subcontractors, Qualifications tab

Quote Summary

QUOTE APPROVAL

P.30.22 Commercial Evaluation, Quote Summaries tab

Schedule of Values

SOV APPROVAL

SM.20.11 Subcontract Administration, Schedule of Values tab

Schedule of Values Progress

PROGRESS APPROVAL

SM.20.11 Subcontract Administration, SOV Progress tab

Stores Requisition Report

SRR APPROVAL

C.60.02 Stores Requisitions

Subcontract

SM APPROVAL

P.50.07 Maintain Agreements

Work Progress

PROGRESS APPROVAL

SM.20.11 Subcontract Administration, Item Progress tab