Approvals in Request Management

The approval process automates and formalizes the evaluation of quotes and orders by the appropriate management entities. This process channels the risk, cost, and responsibility associated with a request to the proper levels.

An approval requirement is assigned when an item requires a decision-maker’s evaluation. These approvals, though encompassing the line items and part numbers listed on the quote or order, operate only at the quotes and orders level. The status of individual line items may change (for example, from requested to ordered), but it is only the quote or order itself that is approved or denied.

Those operators authorized to issue approvals within each area and category of requests and orders are listed in the group definition records.

Approvals give controlling authorities (Approval groups) the responsibility of costs and risks associated with a request, the ability to stop work, and to control when certain work activities can proceed. They determine:

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`