Approval Definitions

 

Approval Definitions is an approval grid which can be implemented for Requisitions, Purchases or Sales. Based on the approval definition parameters, the transaction will go through a series of permissions to approve the transaction.

 

 

Table Names: ProteinApprovalDefinitions, ProteinApprovalDefinitionsUsers

 

Approval definitions are not used in specific screens, however logic is implemented in requisitions, purchases and sales to incorporate the approval definition into the approval process.

 

The following information is contained in the Approval Definitions document:

Create Approval Definition

  1. In Admin>Systems>Permissions, select Approval Definitions
  2. Click to create a new Approval Definition

General

  1. Enter the Approval No as a unique code to identify the Approval Definition (alphanumeric, max 20 character).
  2. Enter the Approval Name to describe the definition (alphanumeric, max 50 characters).
  3. Select the Approval Type. Options will be Product Requisitions, Purchases or Sales.
  4. If the Approval Definition is defined by cost center, select the Cost Center No.
  5. The Cost Center Name will default based on the selected cost center. If a cost center is not defined, the definition will apply to all cost centers.
  6. Optionally, the definition can be assigned to a Category No where the user can only approve products that belong to the assigned product category.
  7. Category Name will default based on the selected category. Product categories are defined in Admin>Business>General>Definitions>Product Categories.

Levels

  1. In the Levels grid, click to add an approval level to the grid.
  2. Enter the Approval Level. The Approval Level is a sequential number that designates the order of the approval with '1' being the first level, '2' being the second level, etc.
  3. Enter the Lower Limit for the level. For Purchase and Sales, the limit represents the minimum amount that the users assigned to the level are able to approve. For Requisitions, the limit represents the minimum quantity that the users assigned to the level can approve.
  4. Enter the Upper Limit for the user. For Purchase and Sales, the limit represents the maximum amount that the users assigned to the level are able to approve.  For Requisitions, the limit represents the maximum quantity that the users assigned to the level can approve.

Users

  1. Click on the child grid for the Approval Level.
  2. Click to add a user to the Approval Level. Multiple users can be added.
  3. Select the required User.
  4. The First Name will default from the selected user.
  5. The Last Name will default from the selected user.
  6. Select the User Type. Options available will be Primary or Alternate.
  7. The Active flag will be selected by default. If the user no longer has approval privileges, click to remove the check mark.