Approve Customer Schedule, Manually

Explanation

The third step in the customer schedule flow is the approval. Customer schedules can be approved either manually or automatically. If selecting the choice Manual Approve in Customer Schedule Agreement this means that all schedules must be approved manually, while Auto Approve means that only schedules out of tolerance must be manually approved. Unconditional approval indicates the schedules are approved regardless of the tolerance check result. If the tolerance function is not used then all schedules will continue to the approval function upon successful reconciliation.

Note: It is not possible to approve the customer schedule if the approver has been blocked for use.

Prerequisites

• If the schedule has to be run through the tolerance check the customer schedule should pass this step before it can be approved.
• If the tolerance check is skipped, then the schedule needs to be reconciled before it can be approved.

System Effects

If successfully approved the schedule can continue to the release step. If not it can be reset and run through the earlier steps once more.

Window

Customer Schedule
Customer Schedules
Approve Customer Schedule

Related Window Descriptions

Customer Schedule
Customer Schedules
Approve Customer Schedule
 

Procedure

From the Customer Schedule window or the Customer Schedules window.

1. Query for the desired schedule.
2. Approve the schedule manually by right-clicking and then clicking Approve.
3. Click OK on the dialog box that appears.

To directly approve all the customer schedules that meet the defined selection criteria in the Approve Customer Schedule dialog box:

1. Open the Approve Customer Schedule dialog box. 
2. If you want to approve all the existing schedules, leave all the fields blank in the Parameters group box. 
3. Click OK to complete the process.

Note: Click Default if you want to use the default settings. 

Create a schedule that on a regular basis to approve all the customer schedules that meet the defined selection criteria in the Approve Customer Schedule dialog box:

1. Click Schedule to open the New Database Task Schedule window. Set the scheduling parameters as desired and save. Scheduled tasks can be seen in Scheduled Database Tasks window

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