Submit a TMR for approval using AVEVA Work Tasks

As a technical handler or a reviewer, you can submit a Technical Material Requisition (TMR) for approval using the Work Tasks approval engine. The TMR is forwarded to the assigned approval group in AVEVA Work Tasks. To modify a TMR after you submit the TMR for approval, reopen the TMR. For more information, see Reopen a 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. For more information, see Create 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 Work Tasks.

   2. In the Approval Flow Relations grid, in the Data Extraction Input tab, ensure you create a data extraction input.

   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 a TMR for approval using AVEVA Works Tasks

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. In the General tab, from the Approval Group dropdown, select the ID of the approval group for which you defined the TMR approval workflow.

   Ensure the selected approval group is same as the approval group defined for the approval process in AVEVA Work Tasks.

9. 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.

10. (Optional) To undo the workflow update, on the s50016 menu, in the Requisition Options group, from the Workflow dropdown, select Undo Workflow Actions.

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

    The TMR is submitted for approval.

    In AVEVA Work Tasks, you can view the submission. The assigned approver can approve or reject the submission as required.