Road Map: Approval Cycle Maintenance

Use the Approvals Maintenance (APPM) program to set up approval cycles for each level in an approval hierarchy. 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:

User Maintenance (UIM) to set up user records.
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.
Approval Hierarchy Maintenance (APPHM) to set up a hierarchy that determines approval cycle for purchase orders, sales orders, shipments, invoices, credit memos, bills of material, and engineering change orders.

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 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.

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.

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.
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 Signoff (APPV) to approve transactions that require your approval.
Bill of Material Approval Inquiry (APPMQ) program to display the status of bills of material that require approval and who needs to sign off.
ECO Approval Inquiry (APPCQ) program to display the status of engineering change orders (ECOs) that require approval and who needs to sign off.
ECO Implementation Approval Inquiry (APPLQ) program to display the status of engineering change order (ECO) implementations that require approval and who needs to sign off.
Sales Order Approval Inquiry (APPSQ) program to display the status of sales orders that require approval and who needs to sign off.
Sales Order Approval (APPOQ) program to display sales orders with approval or approval pending and shipment status.
Sales Shipment Approval Inquiry (APPHQ) program to display the status of sales shipments that require approval and who needs to sign off.
Sales Invoice Approval Inquiry (APPIQ) program to display the status of sales invoices and credit memos that require approval and who needs to sign off.
PO Approvals Detail (APPVQ) to display the status of purchase orders that require approval.
PO Approvals Inquiry (VAQ) program to display the approval status of purchase orders.
Open PO Approval Check (VAPPCK) 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 shipping 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.