The purpose of the pre-approval number is for audit. It ties the request to the approval or bid documents. In the case of sub-contracting, it also ties the actual allocation of hours back to the original request. The users will have access to assign pre-approval number to subcontractor according to the assigned profile rules.
Hover a mouse pointer over the Activity menu link on the menu bar to display its menu.
Slide a mouse pointer over the Pre-Approvals option to display its menu.
Click Assign Pre-Approval # to open the Assign Pre-Approval# to Subcontractor screen.
Alternatively, click the Assign
Pre-Approval # link on the Pre-Approval Request screen to open
the Assign Pre-Approval# to Subcontractor screen.
Select an organization from the Organization drop-down list.
Enter the selected organization's ID into the Subcontractor Org # text box.
The pre-approval number is on the Approval # column on the Pre-Approval Request screen. Refer to Pre-Approval Request for more information. Otherwise, enter the pre-approval number from the selected organization into the Pre-Approval # text box.
Click the Submit link to assign and display the pre-approval number to the subcontractor in the grid.
Refer to Search
for Order Types to search for the assigned pre-approval number
under the Level 2.
Refer to Allocate hours with subcontract to allocate the hours accordingly.