Road Map: Substitute an Approver

Use the Approval Substitution (APRS) program to select a substitute approver for orders waiting for approval. See Background and 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:

  • Approval Hierarchy Maintenance (APPHM) to set up a hierarchy that determines approval cycle for purchase orders and bills of material.

  • 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.

Purchase Orders

  • System Options Maintenance (XM) (Purchasing Options) to set the Purchase order approvals required? option.

  • 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

  • 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:

  • Approval Maintenance (APPM) to set the approval cycle for each level in the approval hierarchy.