Creating Approval Rules for Engineering Change Order
Make sure you've set up ECO types before creating approval rules for engineering change orders. See Setting Up Engineering Change Order Types.
You can create approval rules using the Approval Rule page or the Approval Rule Assistant. Both options contain the same fields and settings, except the Approval Rule Assistant lets you create approval rules step by step.
To learn more about what to consider before creating approval rules, see Preparing to Create Approval Rules.
To learn more about how approval rules work, see Approval Rule Validation.
To view, create, or edit approval rules, you must use an Administrator role or a role with appropriate permissions. For more information, see Creating or Customizing Roles for SuiteApprovals.
The following table describes the steps in creating approval rules for Engineering Change Orders:
|
Step |
Description |
|---|---|
|
Create an approval rule and enter basic information, including the name, record name, start date, end date, and priority. |
|
|
Set up the approval routing on the Approval Rule page. By default, approval routing is set to custom approval. Use the matrix to create your custom approval chain.
Note:
Engineering Change Order doesn't use amount validation. The amount validation fields are disabled in the approval rule record. |
For more information about copying or editing an approval rule, see Copying or Editing Approval Rules.