Adding and Approving Sub Contract Approvals—Key Exercises

Required Data

Creating Sub Contract

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

  1. Create the sub contract.

General exercise for Creating Sub Contract

Main Exercise

Purpose: The main purpose of this exercise is to add approvals to a sub contract. We will add approvals to the sub contract that was created for the installation of a Central Air Conditioning system. We will also learn how to add and approve approval routings. Note that you will be responsible for the approvals on the sub contract. Once the routings are approved, we will approve the sub contract approval that was created in order to approve the scope of the project, i.e., installing central air conditioning for the high-rise building.

Windows:
Sub Contract

Adding Approvals

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the sub contract name Central Air Conditioning.
  3. Click the Approvals tab.
  4. Enter two approvals by using the information in the following table:
Approval ID Approval Description Contract Approval Status
1 Approve Scope Planned
2 Approve Contract Awarded
  1. Save the information (F12).

Adding and Approving Approval Routings

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the sub contract name Central Air Conditioning.
  3. Click the Approvals tab.
  4. Select the row with approval ID 1, Open the Attachments.
  5. Click the Approval Process link and create a new record (F5).
  6. Enter two approval routing steps by using the information in the following table:
Step Number Description Person ID
1 Approve scope Enter your person ID
2 Approve contract value Enter your person ID
  1. Save the information (F12).
  2. To approve an approval routing step, right-click the row and then click Approve Step.
  3. Optionally, to reject an approval step, right-click the row and then click Reject Step.

Approving Sub Contract Approvals

Note: In this exercise, we will only Approve the approval of the scope for the sub contract. The Approve Contract approval must be performed when awarding the sub contract to the most suitable supplier.

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the sub contract name Central Air Conditioning.
  3. Click the Approvals tab.
  4. Select the approval with approval description Approve Scope.
  5. Right-click and click Approve.
  6. Observe that the Approved check box is now selected.
  7. Optionally, to reject an approved approval, right-click and click Reject Approval.