Approval Templates - Intergraph Smart Materials - Version 10.2 - Administration & Configuration - Hexagon

Intergraph Smart Materials Classic Administration (10.2)

Language
English
Product
Intergraph Smart Materials
Subproduct
Classic
Search by Category
Administration & Configuration
Smart Materials/Smart Reference Data Version
10.2

An approval template lists the primary users who all must approve an object before it is regarded as approved. Each person can be associated with a distribution category and a certain amount of money that he or she can approve.

Approval templates are managed on the A.20.45 Approval Templates screen.

Depending on the type of the approval template, the users assigned to the approval template must have a particular privilege granted. The object types and the relationship between objects and privileges are listed under Approval Sequences.

To create a new approval template, enter a name in the Approval Template field, select the type from the Type drop-down list, and enter the descriptions in the Short Desc and Description fields. In the second (Approval Template Details) block, you can assign approvers to the list. For more information about the Title Based check box, see Title Based Approval Templates.

The Req Search Name field can be used to assign requisition search conditions to approval templates that are of type Engineering Requisition. See Requisition Search Conditions for more information.

With the number entered in the Seq field, you define the display order of the approvers within the approval sequence. It does not represent the sequence in which users have to perform the approval; this is only managed by the prerequisites option.

Select the name and title of the approver from the LOV on the User and Title fields. Users are maintained on A.20.05; see User Information, and titles are maintained on A.20.04; see User Titles. You can double-click the Title field to open A.20.04.

With the prerequisites, you can define which people in the approval sequence must approve before the selected user can approve. To set these prerequisites, double-click on the Seq or User field to open Window 2.

Enter a number into the Seq field, and open the LOV on the User field. This LOV will display the other approvers assigned to the selected approval template. When you assign users as prerequisites for the selected approver, the Prerequisites indicator on Window 1 will be selected.

The Allowed Amount field in combination with the Currency field allows you to define the maximum amount this user is allowed to approve. Predefined values from A.20.05 Users will be copied when adding the user to the list. You can update this value or enter a value manually when the allowed amount is not predefined for the user on A.20.05. The value entered on A.20.45 will not impact the default values defined on A.20.05. Only users with the UPDATE ALLOWED AMOUNT privilege are allowed to set or update the value in the Allowed Amount field.

Leaving this field empty will give the user the permission to approve unlimited amounts.

Select a recipient list from the LOV on the Distribution Category field if you want to add email recipients to the approver list. The users assigned to this distribution list will be notified via email when approval is done by the respective user. You can double-click the Distribution Category field to call the A.10.52 Distribution Categories screen; see also Distribution Categories.