Approval inquiry

• Company (field CPY)

Code of the company where the information is searched. If the information is not completed by a site entry, the selection displays all the objects defined for the company, included those defined in all the sites of this company.

• Site (field FCY)

Optional field used to enter a "Site" code so as to limit the inquiry of this site's budget objects. If the site is not entered, the inquiry will display all the budget objects of the company.

• Period start (field DATDEB)

The date ranges entered are used to filter the budget objects which approval date is comprised in this range.

By default, the starting date is initialized by the starting date of the last fiscal year budget opened.

• Period end (field DATFIN)

By default, the end date is initialized by the end date of the last fiscal year budget opened.

• Fiscal year (field DFIY)

Fiscal year code of the start of the entered period.

• field FIYCOM

• field FFIY

Fiscal year code of the end of the entered period.

• Approval no. (field SELNUM)

This field is used to call the display of an approval via the entry of its identifying code.

• Project (field PRJ)

Added selection criteria that makes it possible to display only the approvals of envelopes from the entered project.

Only the projects, containing at least one attached envelope, linked to the entered company (directly, by their location, the company groups or their location groups) are displayed in selection.

• Responsible entity from (field ENTMSTR)

Selection criteria used to refine the search in a range of responsible entities. The first field is used to select or enter the first "responsible entity" code of the range, the second field is used to select or enter the last "responsible entity" code of the range. Only the entities which company code corresponds to the company code previously entered are displayed for selection, as well as those which have no company code.

After entering the selection criteria, and activating the "Search" button, the approvals are displayed in the table, according to the criteria:

• If no project code has been entered, the selection only displays the approvals, as well as their budgets and lines, which belong to the entered company/site, included in the determined period and attached to these entities.
• If a project code and an entity range have been entered, the selection only displays the approvals which belong to the entered company/site, included in the determined period and attached to these entities.

• Responsible entity to (field ENTMEND)

Field used to enter or select the last responsible entity of the range.

• Approval entity from (field ENTASTR)

Selection criteria used to refine the search in a range of approval entities. The first field is used to select or enter the first "approval entity" code of the range, the second field is used to select or enter the last "approval entity" code of the range. Only the entities which company code corresponds to the company code previously entered are displayed for selection, as well as those which have no company code.

After entering the selection criteria, and activating the "Search" button, the approvals performed in the approval entities of the given range are displayed in the table.

• If no project code has been entered, the selection only displays the approvals, as well as their budgets and lines, which belong to the entered company/site, included in the determined period and attached to these entities.
• If a project code and an entity range have been entered, the selection only displays the approvals which belong to the entered company/site, included in the determined period and attached to these entities.

• Approval entity to (field ENTAEND)

Field used to enter or select the last approval entity of the range.

• Envelope from (field ENVSTR)

Selection criteria used to refine the search in a range of envelopes. The first field is used to select or enter the first "envelope" code of the range, the second field is used to select or enter the last "envelope" code of the range. Only the envelopes which have at least one object to be approved (envelope, budget or budget line) are displayed for selection.

After entering the selection criteria, and activating the "Search" button, the approvals are displayed in the table, according to the criteria:

• If a project code has been entered, the selection only displays the approvals assigned to this project for the company/site and period entered.
• If no project code has been entered and if an entity range has been determined, the selection only displays the approvals which belong to the entered company/site, included in the determined period and attached to these entities.
• If a project code and an entity range have been entered, the selection only displays the approvals which belong to the entered company/site, included in the determined period and attached to these entities.
• If no previous criterion has been entered, the selection only displays the approvals belonging to the company/site entered, included in the determined period. 

• Envelope to (field ENVEND)

Field used to enter or select the last envelope of the range.

• All types (field ALLTYP)

If this box is checked, the inquiry displays all the approval types: multiple approvals, single approval of an envelope, single approval of a fiscal year budget, single approval of a budget line.

• Approval type (field SELTYP)

This option can be reached if the zone "All types" is not checked. In this case, it makes it possible to limit the inquiry according to the approval type:

• Multiple approval: an approval is considered multiple as soon as it displays two or three different object types (envelope, budget and/or budget line).
• Envelope: only the envelope is submitted to approval.
• Budget: only the budget is submitted to the approval.
• Budget line: only the budget line is submitted to the approval.

In case of a selection by object (envelope, budget or budget line), if a multiple approval includes the object approval, the multiple approval is also displayed in the list of approvals. For example: In case of a selection by "Envelope", the multiple approvals concerning an envelope and a budget or an envelop and a budget line are also displayed.

• Approval no. (field NUM)

This field is used to call the display of an approval via the entry of its identifying code.

• Approval type (field TYP)

If the approval concerns objects of different levels, envelope, budget and/or line, the approval is of type "Multiple". In this case it is possible to inquire the approval detail:

• In the approval screen, via right click on the table lines containing the level "Multiple", button "Detail",
• In the approval inquiry, this detail is displayed in a table.

• Request date (field CREDAT)

This field displays the creation (entry) date of the approval request.

• Requester (field CREUSR)

Code of the approval requester.

• Agreement/refusal date (field UPDDAT)

Agreement or rejection approval date, entered via the latest signer code of the approval circuit, or via the the signer who has generated the approval rejection.

• Refusal reason (field RENTXT)

This field contains the reason specified by the signer who denied the approval.

• Status (field STA)

Information indicating the approval's progress: Requested, approved, rejected. This information is managed in the local menu 2699.

• Signer (field UPDUSR)

Approval signer code.

• Envelope (field ENV)

Code of the budget envelope that has been submitted to an approval request.

• Fiscal year (field INTFIY)

Title associated with the site or company code.

• Original amount (field AMT)

Budgeted amount before revision, expressed ex tax, of the envelope, budget or budget line. This amount corresponds to the amount approved, increased or decreased of previous revisions.

• Approved amount (field AMTAPP)

Amount approved of the envelope, the budget or the budget line. This amount corresponds to the original amount before reviews.

• Currency (field CUR)

This code is used to identify the management currency for envelopes, budgets and budget lines. It is managed in the currency table.