Background: Approval Hierarchy Maintenance
Use the Approval Hierarchy Maintenance (APPHM) program to set up hierarchies that determine approval cycles. See Overview: Approval Processing for additional information and Road Map for work flow.
This topic has these subtopics:
Approvals and Denials
Hierarchy Setup
Purchasing, Invoicing & Credit Memo Approvals
Sales Order Approvals
Bill of Material Approvals
Always Process
Approvals and Denials
For an order writer to receive a denial report, you must select the output device in Systems Options Maintenance (XM) Enterprise Options.
Use the Approvals Signoff (APPV) program for transaction approvals and denials. As soon as an order is denied, a report is sent to the writer.
Hierarchy Setup
The first thing to establish is a hierarchy for how an approval is required. For each category, there are multiple ways for an approval to be established. For example, approval can be based the type of item ordered or an item's status. The second step is to designate who does the approving. For each approver, there is an alternate, and an management override.
Bill of Material Approvals
Manufacturing orders cannot be released for an item and ECL until its bill of material has been approved. If you make changes to the BOM after the initial approval, QA must give approval again. Signature required before order of bill can be processed.
Purchases, Invoices, and Credit Memo Approvals
For purchase orders, invoices, and credit memos, you can establish dollar levels for approval. For example, the buyer can approve an order line up to $5,000, the purchasing manager can approve an order line up to $10,000, and the vice president of manufacturing has to approve an order line over $10,000.
If purchase orders are not approved, they are not placed in the purchase order print queue. If you need to print the purchase order, you can print it with the PO Print (VOP) or PO Detail Inquiry (VOQ) program. However, the purchase order will have the words NOT APPROVED at the top. However, the system does not block you from receiving a purchase order that has not been approved.
If approval is denied, you must cancel the order.
Sales Order Approvals
Sales order lines can be approved on a line-by-line basis, allowing for partial accounting approval on orders with multiple shipment dates. This also allows for a partial shipment if some lines are waiting for approval.
Always Process
If you select Always process this level?, the approval routine continues to this level of the hierarchy even if a match is found in a lower level.