Add New Material Approver Roles

Use the Material Approval submodule to add new material approver roles.

To use the Material Approval submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new material approver role:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new material approver role.
  3. In the left pane of the Settings screen, click Company Approvals > Material Approval.
  4. On the grid toolbar, click Add Role .
  5. In the Add Role dialog box, use the drop-down list to select the role that you want to add as a material approver and click OK.
  6. You can edit the Priority, Trigger Amount, and Employee fields by double-clicking on the corresponding field.
    Note: The Employee and Trigger Amount fields are not editable for all material approver roles.