Register Approvals Per Status for a Change Type
Explanation
Use this activity to set up approval per status for a change type. Contract
change orders (CCO) with such a change type will require to go through approval
to be able to do individual status changes. The approval per status can be
applied to the CCO in two levels. First, there will be an approval line in the Approvals tab of the CCO
for the status that has been set up on the change type. Secondly, it is possible
to set up the approval per status to have approval routing steps in
Attachments related to each line. The approval routing steps can be set
up manually, or by giving a template when setting up the approval per status, or
be retrieved from the approval rules.
For more information on approval of a CCO, refer
About Contract Change Management Approval.
Prerequisites
- A company should exist.
- A change type should exist.
- IFS Document Management must have been installed if
you want to use Attachments to add lines for an approval routing.
In this case an approval template must have been entered in Document Basic/Approval
Template tab.
System Effects
- The change type is updated with information on approval per status.
Window
Contract
Change Basic/Change Type/Approval Per Status
Related Window Descriptions
Contract Change Basic Data/Change Type/Approval Per Status
Procedure
- Open the Contract Change Basic Data
window.
- Click the Change
Type tab and select the change type for which the approval per status
should be added.
- Click the Approvals Per Status tab.
- Create a new record in the table.
- Enter an ID in the Approval ID field.
- Enter a description in the Approval
Description field.
- Select a status in the Change
Approval Status list.
- Optionally, select the Use Approval Rule
check box, i.e. if the approval for this status should be retrieved
automatically according to a rule based on the financial value of the
CCO. The rules are set up in the Contract Change
Basic Data/Approval Rule
tab.
- Optionally, select the Automatic Approval
check box, i.e. if the approval line in the
Contract Change Order/Approvals
tab should
be automatically approved when the last approval routing step in Attachments has been
approved.
- Optionally, enter a template in the Approval Template field. This template will be
the default template for
approving of the
current status change.
Note: It is not possible to have both the Use
Approval Rule check box selected and an Approval Template entered.-
Repeat steps 4 - 10 if approval is required for more
than one status change for this change type.
- Save the record.