Enter Approver for Customer Schedules
Explanation
Use this activity to enter an approver for customer schedules. This is a mandatory task for using customer
schedules.
An approver is a user who can change the status of all
customer schedule agreements connected to this approver from Reconciled or
Tolerance Checked to Approved. Approval is done after reconciliation and before
the schedule has been released. An approver must be connected to at least one user.
Prerequisites
The user ID must be valid in the system in order to be entered and connected to the
approver.
System Effects
As a result of this activity:
- The approver can be entered on a customer schedule agreement.
- The user can perform the approval process for all customer schedule
agreements connected to the approver after the customer schedule has been
reconciled and before it has been released.
Window
Customer Schedule Basic Data
Related Window Descriptions
Customer Schedule Basic Data/Approver
Procedure
- Open the Customer Schedule Basic Data window.
- Click the Approver tab.
- Create a new record.
- In the Approver ID field, enter up to three alphanumeric characters for the ID.
- In the Name field, enter the description.
- Create a new row in the table.
- In the User ID field, select the user you wish to connect to the approver
from the List of Values.
- Save the changes.