CAPEX approval process

Hi, 

The process typically included the approval process and approval process template. 

The approval process is an attachment object just like a document. It is generic functionality that can be added to nearly every screen in IFS.  Very simple set up - see object connections.   

The question would be - is the capex project a financial project only or a project management type project.    Whatever the type of project, you can include the approval template.   The user process could be to create the project, follow the approval steps, then complete the project set up. 

It really depends on where you want to start the approval process.  

I’ve even had clients (before IFS) route a special “Blue” sheet of paper, then after the approval set up a project.  You can replace that “blue” sheet with the approval template.

Sample set up Anu LU / Screen that include the approval in the service list will have the approval template capability.  You would add a record for the screen or edit an existing record to add the service class value. 

 Best regards

Hi Thomas,

Thank you! :)

Best Regards,

Yoshini