Purpose
This section explains how to define approval templates that can be assigned to agreements for approval using an approval sequence.
Exercise
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Open the A.20.45 Approval Templates screen from the Administration > A.20 Project/Product Group menu branch.
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Click the Cancel Query button to switch to insert mode.
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Enter TRAIN-PO/P in the Approval Template field.
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Select ‘Purchase Order’ from the dropdown list in the Type field.
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Enter ‘PO Template’ in the Short Desc field.
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Enter ‘PO Approval Template (Piping)’ in the Description field.
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Save the changes using the Save button.
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Enter 1 in the Seq field in the second block.
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Select TRAINING from the LOV in the User field.
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Enter ‘Manager’ in the Title field.
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Save the changes using the Save button.
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Close the screen by selecting File > Close All or Close from the main menu.