Add Contract Change Order Approval

Explanation

This activity is used to add an approval to the contract change order (CCO). A contract change order may need an approval process to proceed during several stages.
Example: Before the impact of a contract change order is analyzed, the contract manager or change manager may be required to approve that the scope of the change is within the policy of the company, or approval maybe required before the CCO information is submitted to an external party. The same approval routing can be used in several stages of the CCO, and therefore can be initially defined at the time the CCO is created. It will be triggered during the relevant status change in the CCO.

Prerequisites

• A contract change order should exist.
• Approval lines should be predefined in the Contract Change Basic Data/Change Type/Approval per Status tab if you need to have them as default values in the Contract Change Order/Approvals tab.
• IFS Document Management should be installed if you want to use the Attachments to add lines for an approval routing. 

System Effects

• An approval is added to the contract change order.

Window

Contract Change Order

Related Window Descriptions

Contract Change Order
Contract Change Order/Approvals

Procedure

1. Open the Contract Change Order window and query (F3) for the required contract change order.
2. Click the Approvals tab and, if the necessary approval per status lines have not been retrieved from the change type, create a new record (F5).
3. Enter an Approval ID, Approval Description and Change Approval Status for the status you require approval.
4. Select the Use Approval Rule check box if you want the system to check for approval rules that need to be retrieved for the approval lines. Note: The system will check for the approval rules if you right click on the approval per status line and then click Fetch Approval Routing or click Approve.
5. Select the Use Automatic Approval if you want the system to automatically set this approval line to approved when all approval lines in the approval routing has been approved.
6. Save the information (F12).
7. Repeat these steps for each approval per status that needs to be created.