Submit a TMR for approval using Windows Workflow Foundation

Submit a Technical Material Requisition (TMR) for approval using the Windows Workflow Foundation (WWF) approval engine. The TMR is forwarded to the approval group defined for the approval workflow related to the TMR.

Prerequisites

Before you begin, complete the following:

1. In the d0073 ERM System Settings dialog, in the Purchasing tab, in the Audit / Approval section, ensure the Use TMR Approver checkbox is selected.

2. In the s00051 Approval Groups screen, ensure you create an approval group and add the required users to the approval group. For more information, see Create an approval group and Add a user to an approval group.

3. In the s00052 Approval Flows screen, perform the following:

   1. In the Approval Flows grid, ensure you create an approval workflow with the Approval Concept defined as Technical Material Requisition and the Workflow Approval Engine defined as WWF.

   2. In the Workflow group, use the Edit Workflow functionality to define an approval workflow for the TMR.

   3. In the Approval Flow Relations grid, in the Approval Groups tab, ensure you assign the approval workflow to the approval group.

4. In the s00053 Approval Project Setup screen, ensure you relate the TMR approval workflow to a project. For more information, see Assign an approval workflow to a project.

To submit an TMR for approval using WWF

5. Navigate to the s50016 Technical Material Requisition screen.

6. To refresh the screen, select the F5 key.

7. In the Technical Material Requisition Header grid, select a row.

   Ensure the selected TMR is related to the project for which you set up the TMR approval workflow.

8. On the s50016 menu, in the Requisition Options group, from the Workflow dropdown, select Submit for approval.

   In the Technical Material Requisition Header grid, in the General tab, the value in the Internal status field changes from Create/Change to Approval.

9. (Optional) To undo the workflow update, on the s50019 menu, in the RFQ Options group, from the Workflow dropdown, select Undo Workflow Actions.

10. On the Home menu, in the Record group, select Save.

    The TMR is submitted for approval.