Set Up a Sales Order Approval Cycle
Use the Approvals Maintenance (APPM) program to set up and change approval cycles for each level in the sales order approval hierarchy. See Background and Road Map for more information.
Click Sales orders. The program displays approval types set up with the Approval Hierarchy Maintenance (APPHM) program.
Select the type for which you want to enter an approval cycle and click Select.
Click Add. The selected approval type is displayed.
Enter data in these fields:
Field Name |
Type / Max Length |
Action / Description |
Signoffs dependent? |
Optional |
Select if the approver or an alternate must sign off in the order indicated below or leave blank if they can approve concurrently or in any order. If you select, the Approver 1 must approve before Approver 2. |
All signoffs required |
Optional |
Select if all approvers or their alternates must sign off or leave blank if a single signoff is required. |
Variance allowed |
Conditional/Optional |
Enter the percent change to the line total that requires new approvals. For example, enter 40.00 if a 40% increase in the line total requires the approval process to be repeated. |
Manager override |
Optional |
Select the user ID of the manager who can override all others. When this manager signs off, all levels are assumed to be approved. |
Enter data in these fields to identify line limits for up to 5 users who must approve:
Field Name |
Type / Max Length |
Action / Description |
Approver |
Required |
Select the user ID of the person who must approve. At least one primary approver is required. |
Alternate |
Optional |
Select the user ID of an alternate who can sign off in place of the approver. |
(Conditional) If approval criteria is customized, enter the Custom program to run or Report name. See Background for more information.
Choose the appropriate options:
To |
Do This |
Accept the data and exit |
Click OK. Enter another record or leave fields blank to exit. |
Exit without creating this record |
Click Cancel. |
Update the record |
Click Apply. |
Delete a saved record |
Click Delete. |
Exit the program and return to the menu without adding this record |
Click Quit. |
Choose the appropriate options when you click OK or Cancel:
To |
Do This |
Add another record for this approval type |
Click Add. |
Delete the selected record |
Click Delete. See Delete. |
Copy the selected record |
Click Copy. See Copy. |
Display the selected record |
Click Select. |
Print the record listing |
Click Print. See Print. |
Exit this approval type |
Click Exit. |
Exit the program and return to the menu |
Click Quit. |
Choose the appropriate options when you click Exit.
To |
Do This |
Display the selected approval type |
Click Select. |
Exit the program |
Click Exit. |