Set Up the Sales Order Invoice Approval Hierarchy

Use the Approval Hierarchy Maintenance (APPHM) program to set up a hierarchy that determines the approval cycle for sales order invoices. See Overview, Background and Road Map for more information.

Click Invoices. The program displays existing levels in the approvals hierarchy for sales order invoices.
Click Add to add a level to the hierarchy. The program displays the next level.
Accept the displayed level or enter a different number. You should assign specific types (for example, customer/item) to lowest levels and general categories (for example, customer type/product class) to highest levels.
Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Customer group

Required

Select	To set up approvals for
All	All customers
Cust prc class	All customers in a customer price class
Cust type	Customers of a specific type
Customer	A specific customer

Item group

Required

Select	To set up approvals for
ABC class	Items in a specific ABC class
All	All items
ECO signoff	All items with an engineering change order signoff code
EOL	All items with an end-of-life tracking code and date
Hazmat	All items that are hazardous material
Item	A specific item
Item prc class	All items in a specific price class
Item status	All items with a status
Non-stock	All non-stock items
Not compliant	Items for which the Compliant? field in the Compliant Items by Manufacturer (VGMI) program is blank
Not QA approved	Items for which the QA approved? field in the Vendor Price Maintenance (VMM) program is blank
Over std cost	Only items with cost greater than standard cost
Product class	Items in a specific product class
Subclass	Items in a specific product subclass

Always process this level?

Optional

Select if you want to apply this level even if a match was found in a lower level or leave blank if you do not. See Background for more information.

Choose the appropriate options:

To	Do This
Accept the data	Click OK. The program prompts Level. Set up another level or click Cancel to exit.
Exit without creating this level in the hierarchy	Click Cancel.
Update the record	Click Apply.
Delete a saved record	Click Delete.
Change the level in the hierarchy	Click Change no.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another level to the hierarchy	Click Add.
Delete the selected level from the hierarchy	Click Delete. See Delete.
Copy the selected level in the hierarchy	Click Copy.
Display the selected level in the hierarchy	Click Select.
Display levels from a specific level	Click Restart. The program prompts Level. Enter the first level you want to display or leave blank to begin the display with the first level in the file.
Print the sales order invoice approval hierarchy	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Exit the sales order invoice approval hierarchy	Click Exit.

Choose the appropriate options when you click Exit:

To	Do This
Enter or change the purchase order hierarchy	Click Purchases. See Set Up the Purchase Order Approval Hierarchy.
Enter or change the sales order hierarchy	Click Sales orders. See Set Up the Sales Order Approval Hierarchy.
Enter or change the shipments hierarchy	Click Shipments. See Set Up the Sales Order Shipment Approval Hierarchy.
Enter or change the invoice hierarchy	Click Invoices. See Change the Sales Order Invoice Approval Hierarchy.
Enter or change the credit memo hierarchy	Click Credit memos. See Set Up the Credit Memo Approval Hierarchy.
Enter or change the BOM hierarchy	Click Bills of material. See Set Up the Bill of Material Approval Hierarchy.
Enter or change the engineering change order hierarchy	Click ECO approvals. See Set Up the Engineering Change Order Approval Hierarchy.
Enter or change the engineering change order implementation hierarchy	Click ECO implementation. See Set Up the Engineering Change Order Implementation Approval Hierarchy.
Exit the program	Click Exit.