MANUALS > Production > Production Transaction Codes > Reason Category

Reason Category

The System Transaction Codes are displayed with both the Code Names and Descriptions. The Code Descriptions directly illustrate their functionality and role in the system, as fields are populated and tasks are performed.

Available Functionality:

When an Engineering Request is created, the user must assign a Category from the available transaction codes. Authorization steps are defined within each Category, and in order to authorize and release the Engineering Request, each authorization step must be accepted.

Note: In eMRO version 5, Engineering Request Review has replaced the terminology Task Card Discrepancy.

Note: When Engineering Switch TCDISCAUTH is set to Yes, the Engineering Request Review Authorization process is enable and authorization steps must be performed for the Engineering Request to be authorized. Until the Engineering Request has been authorized the fields cannot be edited. When set to No, the Engineering Request Review Authorization process is not used. For more information, refer to Switch TCDISCAUTH via the Engineering Training Manual.

Engineering Request Review Authorization Steps:

Select the Authorization Step button and the Engineering Request Review Authorization window appears. Here, the user will define the Engineering Request Review Authorization process steps for the selected Engineering Request Reason Category.

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

The Engineering Request category being setup.

Authorization Step

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

Department

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.

Division

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.

Section

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.

Authorization Group

The Authorization Group which has authority for approval of the step. The Authorization Step can only be performed by an individual that is included in the Authorization Group specified here. For additional information regarding Authorization Groups, refer to Engineering Review Request Authorization Group Explorer, via the Engineering Training Manual.

Authorization Update

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.

Parallel Step

The Parallel Step functionality allows for the grouping of a set of steps to be authorized in conjunction with one another during the Authorization Process. This is useful when several departments are required to authorize steps at the same time before the Authorization Process can continue on to the next step. When this checkbox is selected, the Parallel Group field becomes available.

Parallel Group - The system automatically creates a Parallel Group Number when the Parallel Step checkbox is checked. The Parallel Group Number acts as a container for all steps that are parallel.

Parent Step Order

The Parent Step Order field allows for the creation of a Parent/Child relationship between steps in the Authorization Process. This may be useful if two individuals from the same department need to authorize a particular step (i.e. a Manager and a Supervisor).

Step To On Rejection

This indicates how the Authorization Process will react when a Step is rejected (Start, Return To, Re-Release).

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.

Re-Release - Will return the Authorization Process to the queue where it will await Release For Authorization.

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