Road Map: Approval Hierarchy Maintenance
Use the Approval Hierarchy Maintenance (APPHM) program to set up hierarchies that determine approval cycles. See Background for more information.
Before you run this program each time
You should run these programs: None required
Before you run this program the first time
You should run these programs:
Output Device Maintenance (XDM) to set up the output devices that you plan to use.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.
System Options Maintenance (XM) (Enterprise Options) to select the Approval notification device.
Bills of Material
System Options Maintenance (XM) (Manufacturing Options) to set the Bills of material approvals required? option.
Enterprise Item Maintenance (IM) to set up inventory items for your enterprise.
Branch Item Maintenance (IMB) to set up inventory items for your branch and enter the item's ABC class.
(Optional) ABC Class Update (HAA) to define criteria for ABC classes and assign classes to items based on these criteria.
Product Class Codes Maintenance (TPC) to set up product classes.
Product Subclass Codes Maintenance (TSP) to set up product subclasses.
Purchase Orders & AP Invoices
System Options Maintenance (XM): Purchasing Options to set the Purchase order approvals required? and/or Accounts Payable Options to set the AP invoice approvals active? option(s)
Vendor Maintenance (VM) to set up vendor records.
Vendor Types Maintenance (TVYM) to set up vendor types.
Enterprise Item Maintenance (IM) to set up inventory items for your enterprise.
Branch Item Maintenance (IMB) to set up inventory items for your branch and enter the item's ABC class.
(Optional) ABC Class Update (HAA) to define criteria for ABC classes and assign classes to items based on these criteria.
Vendor Price Maintenance (VMM) to enter a vendor's pricing for an item and set the QA approved? field.
Compliant Items by Manufacturer (VGMI) to enter compliant manufacturer IDs for an item and set the Compliant? field.
Product Class Codes Maintenance (TPC) to set up product classes.
Product Subclass Codes Maintenance (TSP) to set up product subclasses.
Sales Orders, Sales Order Invoices, and Sales Order Shipments
System Options Maintenance (XM) Order Processing Options to set the Sales order approvals required? option.
(Optional) Customer Price Classes Maintenance (TCPC) to set up customer price classes
(Optional) Customer Types Maintenance (TYM) to set up customer types.
Customer Maintenance (CM) to set up customers.
Enterprise Item Maintenance (IM) to set up inventory items for your enterprise.
Branch Item Maintenance (IMB) to set up inventory items for your branch and enter the item's ABC class.
(Optional) ABC Class Update (HAA) to define criteria for ABC classes and assign classes to items based on these criteria.
Vendor Price Maintenance (VMM) to enter a vendor's pricing for an item and indicate whether the item is QA approved.
Compliant Items by Manufacturer (VGMI) to enter compliant manufacturer IDs for an item.
Product Class Codes Maintenance (TPC) to set up product classes.
Product Subclass Codes Maintenance (TSP) to set up product subclasses.
After you run this program
You will most likely run these programs:
Approvals Maintenance (APPM) to enter approval requirements for each type and level in the hierarchy.
Open PO Approval Check (VAPPCK) program to add open purchase orders to the approval cycle when you make hierarchy or cycle changes.
Sales Order & Shipment Approval Check (SAPPCK) to add open sales and shipment orders to the approval cycle when you make hierarchy or cycle changes.
Bill of Material Approval Check (BAPPCK) to add open bills of material to the approval cycle when you make hierarchy or cycle changes.