Approve and Release Requisition - Intergraph Smart Materials - 10.1 - Training - Hexagon

Intergraph Smart Materials Classic Lab Tutorials (10.1)

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English
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Intergraph Smart Materials
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Classic
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Smart Materials/Smart Reference Data Version
10.1
  1. Open the R.30.01 Maintain Requisitions screen from the E&PI (Req) > R.30 Requisitions menu branch.

  2. Click the Run Query button to display the existing requisitions.

  3. Select the PIPING-FO FITTINGS requisition, and use the scrollbar at the bottom to scroll to the right until the RfA check box is displayed.

    You can use the in the upper right corner to enlarge the screen.

  4. Select the RfA check box for the selected requisition, and save the changes using the Save button. The Approve button is now enabled.

  5. Click the Approve button to approve the selected requisition.

  6. Confirm the following message with Yes to continue.

  7. Another message appears. Click OK to continue.

    The Approved Date and Approved by fields are filled with the system date and the name of the login user.

    The label of the Approve button has changed to Release.

    The requisition is not yet released to procurement, so you can reverse the approval by removing the date from the Approved Date field. When you save this change, the Approved by field is also cleared and the button is labeled with Approve again.

  8. Click the Release button to release the selected requisition to procurement. A message appears.

  9. Click OK to continue.

    The status of the released requisition is set to CLOSED and the Approve/Release button is disabled.

  10. Approve and release the other requisitions in the same way.

  11. Close the screen by selecting File > Close All or Close from the main menu.