Approval processes

You want to add an approval process to Sales Quotation and Purchase Requisition? 

If that is the question than yes, you can do it in IFS standard if you have the right modules. 

For PO: 

You need to set up Templates and Rules when and what Authorization steps are added, based on things like supplier, Buyer, Project, Change Order, minimum amount/max amount…

Look into these settings and read a bit through the base setup. See how far you can get and come back with any more questions you are having.

For Sales Quotation it’s similar and you can find the settings here: 

Basic Steps are:

• Create Routing Template with authorizing steps (can be Person, role or project role based)

  

   

• Create An Authorization rule and fill out data. Connect it to the template you created

  

   

• Release the Authorization Rule

• Once you try to release a Purchase Requisition where a PRA Rule applies you should get a message and see the Steps needed here: 

  

If that is not what you are asking for there is also a generic approval function you can connect to quite a few IFS objects and will be added in the attachments of the page.

Hope that helps,

Johannes