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In the menu tree, navigate to Smart Materials > MSCM > P.20 Suppliers/Subcontractors, and double-click P.20.04 Company Profile.
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Query for a company.
On P.20.04 Company Profile, the Approved check box in the Company area at the top of the screen shows whether the profile is approved or not. You can
use this check box to restrict the query to approved or unapproved records.
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Click Approval Sequence.
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On the P.20.04 Company Profile: Window 2 screen, assign users to approve the company profile.
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You can use an approval template for faster entry. Click in the Approval Template box at the bottom, and then click List of values
. For more information about approval templates, see Approval templates and representatives.
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You can set up a pre-defined approval sequence for each company profile submitted by entering an appropriate template with exactly one question, Level 1 = Company Profile, on P.10.25 Question List. When a company submits the Company Profile/Contact Details branches of the questionnaire, the approval sequence is generated from that template automatically, and if the e-mail address of the first user in that sequence is known, the software sends a notification to this user to invite him or her to start the approval procedure for the newly submitted company profile.
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