Define Approval Templates - Intergraph Smart Materials - 10.2 - Training - Hexagon

Intergraph Smart Materials Classic Lab Tutorials (10.2)

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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
10.2

Purpose

This section explains how to define approval templates that can be assigned to agreements for approval using an approval sequence.

Exercise

  1. Open the A.20.45 Approval Templates screen from the Administration > A.20 Project/Product Group menu branch.

  2. Click the Cancel Query button to switch to insert mode.

  3. Enter TRAIN-PO/P in the Approval Template field.

  4. Select ‘Purchase Order’ from the dropdown list in the Type field.

  5. Enter ‘PO Template’ in the Short Desc field.

  6. Enter ‘PO Approval Template (Piping)’ in the Description field.

  7. Save the changes using the Save button.

  8. Enter 1 in the Seq field in the second block.

  9. Select TRAINING from the LOV in the User field.

  10. Enter ‘Manager’ in the Title field.

  11. Save the changes using the Save button.

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