This program enables the user to approve or reject estimates. The budget, long description and Gross Profit can be inquired from here.
When the approvers list is being maintained the system checks if when the minimum is set to 2 or greater, ensure at least one employee is different from the set or else a message displays, ‘All approvers the same – conflict with the minimum setting’. This is to ensure a minimum number of approvers are maintained.
Approve or reject an estimate
- In the menu, expand Publishing Modules > Book Publishing > Entry and double-click BP Estimate Pending Approval. BPW500 Estimate pending Approval for employee selection appears.
- Enter the employee ID. The employee ID for who there are pending estimates. The employee ID must be set up in TMSBP/BS-APPR and the approval level is defined for each employee. If there is no approval level, leave the level blank on the control level.
- Click OK. BPW500 Estimate Pending Approval main panel appears.
| Field | Description |
| Prj | Project for which the estimates are defined. |
| Itm | Name of the item for which the estimates are defined. |
| Spec | Description of the item for estimate. |
| Stg | Estimate stage code |
| Est comment | Previous comment made for the estimates. |
| Comment | Current comment for the estimate. |
| Pub date | Publication date for the specification. |
| Title | Title for which the estimates are prepared. |
| Option | Description |
| Spec | Access Work with Book Specification in inquiry mode to view the spec details for the selected estimate version. |
| Material | Access Work with Paper Requirements to view the material details for the selected estimate version |
| Extended | This option allows to view extended fields from version 00. |
| Approve | Allows you to Approve an estimate. |
| Reject | Access Pending Text Maintenance to Reject an estimate. |
| Pending | This allows the pending details to be viewed while the estimates are being approved. The user has access to the comments of the previous approver. |
| Budget | Access Project Budget Maintenance to inquire on the budget related to the pending estimate version. |
| L/Desc | Access Pending Text Maintenance to view any text relating to the selected pending estimate version. |
| G/P | Access Profit and Loss Inquiry to view the Profit and Loss information for the selected estimate version. |
| S/Sheet | Allows you to view the spreadsheet. |
| Function | Description |
| Title, Item/Date, Spec/Date, Item/Stage | This function toggles to show various details related to estimates. |
| Opts | Displays more options for the selected pending estimates. |
- Enter a comment relating to the estimate being approved.
- To approve the estimate, select the project and estimate version to be approved and click option Approve. The estimate version is then automatically approved and sent for approval to the next approver on the approval list.
- To reject an estimate, select the estimate version to be rejected and click option Reject. The cursor will position itself to a comment field and is mandatory for the approver to enter text as to why the estimate is rejected.
