Concepts

Tasks

Settings

Sending Contracts for Approval

When you create contracts in APM, your site’s approval settings are used to determine if that document requires approval. If approval is required, you must send the document to an approval route before purchase orders or blanket orders can be created for the contract’s resources.

To Send a Contract for Approval

1.	From the site’s Purchasing view, select the Contracts tab.

2.	Double-click to open the contract that you wish to have approved from the list of open contracts. The contract must have the status “Unapproved”.

3.	From the Contract menu, select Send for approval. The Send for Approval dialog is displayed.

4.	Select the route from the Approval Route list. Only valid approval routes for contracts are listed.

5.	Enter a comment, if you wish. Requester comments are displayed in the site’s Approvers view, Requests tab, as well as in the Approval Request window in the Request Info tab.

6.

Select whether or not the approval request’s originator should be notified by email when the approval route is completed. Depending on the site’s settings, the originator might be either the Buyer or the employee who is sending the approval request. The name of the person considered to be the originator is shown in the Notification area.

To have APM automatically send an email to the originator once all approvers have reviewed the request, select Yes, send an email when the approval process is complete.

7.	Click Send for Approval. The approval request is sent to the first approver on the approval route selected and the document’s status is changed to “Waiting for approval”.