MANUALS > Engineering > Engineering Transaction Codes > E/C Category > P/N E/C Authorization Steps Button, via E/C Category

P/N E/C Authorization Steps Button, via E/C Category

Select the P/N E/C Authorization Steps button via the E/C Category Transaction Code to set-up Authorization Steps to be included in the P/N E/C Authorization Process. The system default setting is One-Step Authorization; however, any number of steps can be created. Once the Authorization Steps have been set up, each step must be carried out and 'Accepted' during the P/N E/C Authorization Process.

Note: If Technical Records switch PCPEATHS is set to Yes, the Authorization Status field will not be visible in the P/N Inventory Control window via Receiving/ Update/ (Order Receiving or Receiving Inspection/ P/N Control button) to update the P/N Control or P/N E/C Authorization Status (Acknowledge, Authorized, Pending, Unknown). The Authorization Status can still be changed via Technical Records/ Update/ (P/N Control Authorization or P/N E/C Authorization). If set to No, the Authorization Status field will be visible in the P/N Inventory Control window via Receiving/ Update/ (Order Receiving or Receiving Inspection/ P/N Control button). The Authorization Status can also be updated via Technical Records/ Update/ (P/N Control Authorization or P/N E/C Authorization), as well as Technical Records/ Explorer/ P/N Control / P/N E/C Authorization.

The following information/options are available in this window:
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PN EC Category

The selected Part Number EC Category that will trigger the authorization steps to be set up.

Authorization Step

A description of the Authorization Step; each Authorization Step can have its own unique description to describe the steps general purpose.

Description

The long description of the Authorization Code/Step (optional).

Department / Division / Section

The department which has authority for approval of this step. The Authorization Step can only be performed by an individual in the department specified here. See Settings/ Update/ Employee Master to verify that the employee is assigned to the appropriate department. Authorizing employees must have security access to the appropriate Authorization Explorer option. When this field is left blank, the Authorization Group field is available.

The division which has authority for approval of this step. The Authorization Step can only be performed by an individual in the division specified here.

The section which has authority for approval of this step. The Authorization Step can only be performed by an individual in the section specified here.

Note: See Settings/ Update/ Employee to set up or verify that the employee is assigned to the appropriate department. Authorizing employees must also have security access to the appropriate Authorization Explorer.

Update checkbox

When selected, the checkbox indicates that the current Authorization Step will be the last step in the authorization process. During the creation of the Authorization Steps, this checkbox should only be selected for the final step before the record is to be released from authorization.

Step Order

This number indicates the order of Steps if one or multiple Steps are created. This number is automatically created and can be overridden and changed to any number. It is recommended that the user enter Steps in a standard incremental pattern (i.e. Step 5, Step 10, Step 15, etc.) to allow for the insertion of Steps into the sequence at a later time if required.

Step To On Rejection

This indicates how the Authorization Process will react when a Step is rejected (Start, Return To). When an authorization step has been rejected, the Step To On Rejection process begins based on the configuration of the E/C Category System Transaction Code.

Start - Will return the Authorization Process to the first step.

Return To - Will return the Authorization Process to a specific Authorization Step as specified by the 'Return To' Step number in the Return To Step Order field.

Authorization Copy button

Select this button to copy the previously entered Authorization Steps associated with a particular category.

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For additional information regarding P/N E/C Authorization, refer to P/N E/C Authorization of the Technical Records Training Manual.