Requesting Part Approval

About Requesting Part Approval

During product development designers and engineers search for existing parts and incorporate some of those parts into the product. However, before a part can be used in a product or project, that part must be approved for use in that product or project.  Approval of parts for specific projects is managed by the Parts Manager.  For more information about managing part approval requests, refer to Managing Part Approval.

When Requesting Part Approval

  • The list of available status values displayed in the Initial Approval Status field is controlled through the approval settings for users and user groups. For more information on approval status, refer to CES Enterprise Catalog Administration Guide : User Tasks : CES Administration Desktop User Documentation : Managing Users and User Groups : Approval Settings for Users and User Groups.
  • The Request Part Approval functionality is available with the SEC license and the SRU license.
  • The Sourcing Search Results window for Internal Items contains an Approval Status field and a Project field. Use these fields to determine which parts are approved for which projects.
  • The Request For Approval dialog lists all projects available in CES. This allows you to add multiple items to multiple projects.

How To Request Part Approval

This task explains how to request approval for a part for one or more projects.
This example assumes that:
  • you have created or have access to a product
  • you have access to a part in CES that is not currently approved for your product.
  • If two or more internal items appear in the Sourcing Search Results window and vary only in the Project field, these items represent the same part, but it is associated with several different projects. Approval for these items can be handled individually or collectively.
  1. In CES, search for the internal item corresponding to the part to be approved. Select that part in the Sourcing Search Results window. Right-click on the item and select Request For Approval. The Request For Approval window appears:


  2. In the Request For Approval window, select the project(s) for which to approve the part, and select the Initial Approval Status. Click OK.

Request For Approval Window

This table describes the fields displayed in the Request For Approval window.

Fields Description
Projects List of projects for which you can request part approval.
Initial Approval Status List of values representing the initial approval status for the part.


This table describes the buttons displayed in the Request For Approval window:

Button Description
OK Click this to accept the projects and initial approval status selected.

Cancel

Click this to cancel the request and close the Request for Approval window.