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, |
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, |
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 |