Approve an agreement - Intergraph Smart Materials - 10.4 - Help - Hexagon

If supplier integration (via Jovix) is enabled (project default ZI_JX_SWCH is set to Yes and ZI_JX_INT is set to A), with the approval the ownership/control of the agreement is automatically passed to the associated supplier. This is indicated by the enabled Recall From Supplier button.

1. Click the Agreements task on the dashboard.

2. Select an agreement.

3. Click the Approve button.

   If multi-step approval is required, see Perform multi-step approval.

   The Approve button is not enabled if any of the following apply:

   • The supplement is not the highest supplement of the agreement.

   • The agreement is closed.

     An agreement is closed, if the Closed date is set and the ZP_CONSCLS project default is set to Y.

   • The supplement is approved.

   • An approval sequence is defined for the supplement.

   • The agreement is a Notice to Proceed subcontract.

   • The project default ZP_ADV_APP is set to Y, and the Ready for Approval indicator is not set.

   • You do not have the required approval rights, that means, you do not have one or more of the following privileges:

     • NOC APPROVAL - required to approve agreements of type Notice of Commitment.

     • SM APPROVAL - required to approve agreements of type Subcontract, Work Order, Service Agreement, or Subcontract Notice of Commitment.

     • BO APPROVAL - required to approve agreements of type Blanket Order or Master Agreement.

     • PO APPROVAL - required for the approval of all other agreement types.

   • The ERP Managed check box is selected and you do not have the PROCESS ERP AGREEMENTS/REQS privilege.

   If any changes are applied to the selected agreement supplement, the Approve button is deactivated.