Create approval templates - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon

Intergraph Smart Materials Web Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

An approval template lists the primary users who must approve an object before it is regarded as approved. Each person can be associated with a distribution category and a certain amount of money that he or she can approve.

Depending on the type of the approval template, the users assigned to the approval template must have a particular privilege granted. For more information see Approval Templates.

The table below shows the available approval templates, the needed privileges for approval, and the usage of the approval template.

Approval Template Type

Privilege

Usage

Addendum

ALLOW INQUIRY APPROVAL

Procurement > Inquiries Overview > Addenda

Backcharge

BC APPROVAL

Bidder

ALLOW SUPPLIER APPROVAL

Procurement > Inquiries Overview > Bidders

Blanket Order

BO APPROVAL

Change Order Request

COR APPROVAL

Closeout Checklist Item

CLOI APPROVAL

Company Profile

ALLOW SUPPLIER APPROVAL

Engineering Requisition

ER APPROVAL

Requisitions > Maintain Requisitions

Inquiry

ALLOW INQUIRY APPROVAL

Procurement > Inquiries Overview > Inquiry Details

Invoice

INV APPROVAL

Login Request

ALLOW SUPPLIER APPROVAL

Material Issue Report

MIR APPROVAL

Site > Material Issuing

Material Receiving Report

MRR APPROVAL

Site > Material Receiving

Milestone Progress

PROGRESS APPROVAL

Subcontract Management > Subcontractor Workload > Milestone Summary

Non Conformance Report

NCR APPROVAL

Notice of Commitment

NOC APPROVAL

Purchase Order

PO APPROVAL

Qualification

ALLOW SUPPLIER APPROVAL

Quote Summary

QUOTE APPROVAL

Procurement > Inquiries Overview > Quote Summaries

Schedule of Values

SOV APPROVAL

Subcontract Management > Subcontractor Workload > Schedule of Values

Schedule of Values Progress

PROGRESS APPROVAL

Subcontract Management > Subcontractor Workload > SOV Progress

Stores Requisition Report

SRR APPROVAL

Site > Stores Requisitions

Subcontract

SM APPROVAL

Work Progress

PROGRESS APPROVAL

Subcontract Management > Subcontractor Workload > Item Progress

  1. From the Home screen, select Administration > Global Setup > Approval Process > Approval Templates.

  2. Click Add Row.

  3. Type a Template Name.

  4. Type the template Short Description and Description.

  5. Select a Template Type from the list.

  6. Select Yes in Title Based Approval? to specify title-based approval and then click Save.