Approval Sequence - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

You can use a multi-step approval sequence instead of the approval via Approve button. Click the Approval Sequence button to open the A.20.49 Approval Sequence screen.

To add users (approvers) to the approval sequence, you can select each user from the LOV in the User field. Then you must assign a sequence in the Seq field, and you can assign a user title in the Title field. Or, you copy a pre-defined user template into the Approval Sequence block. First you must select a template from the LOV in the Approval Template field at the bottom of the screen. The approval templates are defined on the A.20.45 Approval Templates screen. Then click the Copy button to copy the selected template. The copied records can be modified.

To be able to approve the requisition, the approver must be logged in with the project/discipline of the requisition. Then he can select the Approved check box and enter a comment in the Comment field. When he saves the changes, the current date is automatically stored in the Approved/Rejected Date field and the user name of the approver in the Approved/Rejected by field. Now the next user on the list can approve the requisition. As soon as all approvers have approved the requisition, the Approved Date field on the requisition header is filled with the date of the final approval and the Approved by field is filled with the user name of the final approver. Further, the Release button is enabled.

  • When the Approved check box is selected, the CIP procedure m_pck_req_custom.approve_req_by is executed. You can use this CIP to include your custom logic in order to validate the approval process. An error dialog box appears if the validation fails.

  • When the requisition has been approved by all people on the approval sequence, the procedure m_pck_req.approve_req is executed. This procedure calls the CIP procedure m_pck_req_custom.approve_req.