Send a PA for review

Send a Purchase Agreement (PA) for review. After a PA is sent for review, the assigned reviewer is notified to conduct the review. After the review is complete, the reviewer can submit the PA for approval.

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 PA Approver checkbox is selected.

2. In the s50021 Purchase Agreement screen, in the Purchase Agreement Header grid, in the General tab, perform the following:

   1. Ensure the Review Required checkbox is selected for the PA.

      In the s10001 Projects screen, if the Review Required checkbox is selected for the project related to the PA, then in the s50021 Purchase Agreement screen, the Review Required field is a mandatory field.

   2. Ensure a value is defined in the Reviewer field for the PA.

   3. Ensure a value is defined in the Buyer field for the PA.

   4. Ensure a value is defined in the Approver field for the PA.

To send a PA for review

3. Navigate to the s50021 Purchase Agreement screen.

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

5. In the Purchase Agreement Header grid, select a row.

6. On the s50021 menu, in the PA Options group, from the Workflow dropdown, select Send for Review.

   In the Purchase Agreement Header grid, in the General tab, the Sent for review date field is updated and the value in the Internal status field changes from Create/Change to Approval.

7. (Optional) To undo the workflow update, on the s50021 menu, in the PA Options group, from the Workflow dropdown, select Undo Workflow Actions.

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

   The PA is sent for review.