Approve or reject a requisition - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

Intergraph Smart Materials Classic Help

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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
  1. In the menu tree, navigate to Smart Materials > E&PI(Req) > R.30 Requisitions, and double-click R.30.01 Maintain Requisitions.

  2. Query for a requisition.

  3. Select the requisition, and click Appr. Seq. at the bottom of the window.

  4. On the A.20.49 Approval Sequence screen, in the Approval Template box, select a template.

  5. In the Approval Document box, assign a document, such as a report with the details of the requisition.

  6. Click Upload.

  7. Go back to R.30.01 Maintain Requisitions, and click RfA to signify ready for approval.

    You are prompted to send e-mail. Click Yes. The e-mail is sent to the appropriate person in the approval sequence.

The following picture shows an example e-mail message generated by the software.

After clicking the link, the approver can enter comments and a name, and then click Approve or Reject.