Approval templates and representatives - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.2

Project/product group information for subcontracting includes approval templates and representatives.

Approval templates

Approval templates are useful for certain objects (engineering requisitions, inquiries, quote summaries, orders) that require several approval steps. A template lists the primary users who all must approve an object before it is regarded as approved. Each person is associated with a certain amount of money that he or she can approve and a distribution category.

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

Representatives

Representatives are people who can approve objects such as engineering requisitions, inquiries, quote summaries, orders, and so forth when a primary user is unavailable. For each primary user, you can define representative users for each type of approval object.

You can specify representative user information on the A.20.46 Representatives screen. The Users part of this screen shows some brief information about the primary user, and the Representatives part of the screen shows representative users who can process approval requests instead of the primary user. Representative users can handle all new requests for the specified type of object when the primary user is not available (for example, due to holiday or illness).

Activation of representatives

After you create representative users, you must activate them on the A.20.46 Representatives screen to allow the representatives to be able to approve objects.

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