Approve and Release Requisition - Intergraph Smart Materials - 10.2 - Training - Hexagon

Smart Materials Web Tutorials

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English
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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.2
  1. Open Home > Requisitions > Maintain Requisitions.

    The Approval button of PIPE_0003 is dim.

  2. Click the Click the requisition name PIPE_0003.

  3. In Basic Details part, click Ready for Approval click box, and press Ave button on the right top corner to save the changes.

  4. Switch to Maintain Requisitions screen, the Approve button is now enabled.

  5. Click the Approve button to approve the selected requisition.

  6. Press Yes to confirm.

  7. Click OK, and refresh the screen.

    You should see:

    • the Approved Date and Approved By have been filled

    • The Approve button is replaced by highlighted Release button.

  8. Click the Release button to release the selected requisition to procurement. A message appears.

    Click Yes to continue.

  9. Click OK, and refresh the screen.

    You should see:

    • The status of the released requisition is set to CLOSED and the Approve/Release button is disabled.

    • The Release to Procurement and Released By fields are filled.

  10. Approve and release the other requisitions in the same way.

  11. Close the screen by selecting Home from the main menu path.