Hover a mouse pointer over the Settings menu on the menu bar to display its menu.
Slide a mouse pointer over the Global Values option then Pre-Approval Reasons to display its menu.
Click Pre-Approval Reasons
Organization to open the Pre-Approval Reason for Organization
screen.
If applicable, select a location from the Location drop-down list located at the menu bar.
From the Pre-Approval Reason for Organization screen, select an organization from the Organization drop-down list.
Select the Labor, Equipment, or Material option from the Module drop-down list to display the available pre-approval reasons in the Pre-Approval Reason list box and previously assigned pre-approval reasons in the Pre-Approval Reasons Listing.
Select one or more pre-approval reasons from the Pre-Approval Reason list box, using the Control or Shift key control. (see also Control and Shift Keys)
Enter SUB into the Extra text box for all subcontract reasons to flag the insertion of Level 2 when the subcontract feature is used.
Select the Cost object is mandatory for approval checkbox to force the user to select the cost object from the Cost Object drop-down list on the Pre-Approval Request screen. Otherwise, proceed to the next step.
Click the Add link to assign the selected pre-approval reasons to the selected organization and module, displaying them in the Pre-Approval Reasons Listing.
If applicable, select a location from the Location drop-down list located at the menu bar.
From the Pre-Approval Reason for Organization screen, select an organization from the Organization drop-down list to display its assigned pre-approval reasons in the Pre-Approval Reasons Listing.
From the Pre-Approval Listing, click the Delete icon on a line item. The delete confirmation pop-up message appears.
Click OK to unassign the selected pre-approval reason from the selected organization and transfer it back to the Pre-Approval Reason list box.