Managing Part Approval

About Managing Part Approval

Once a designer has requested that a part be approved for one or more projects, a designated Parts Manager is responsible for approving or rejecting the parts for the projects accordingly.

When Managing Part Approval

  • Managing Part Approval requires an SRU license.
  • The designated Parts Manager must have an appropriate approval status, as established by the System Administrator. 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.
  • During the session, prior to actually approving any requests, the Parts Manager must enter his or her credentials in the PLM Standards dialog, including User Name, Password and Role. The Parts Manager must login using the VPMADMIN.ADMIN.CESRECONCILE role.
  • In the Manage Approval dialog, only one approval status can be selected. Therefore, if you select multiple items in the Search Results list, right-click and select Manage Approval, the approval status for all the selected items will be set to the same value. To assign a different approval status to each part, approve the parts individually.
  • If the Parts Manager sets the approval status for a part to APPROVED, the reconciliation process that makes the geometry available to the PLM instance is started in the background. For more information, refer to Propagating Parts to other PLM Instances.
  • All the PLM instances associated with a specific CES server should use the same user/password combination for the Part Managers.

How To Manage Part Approval

This task explains how to manage part approval.
This example assumes that:
  • you have access to at least one part in CES that is not currently approved for your product.
  1. In CES, search for the internal item corresponding to the part for which to change the approval status. Select that part in the Sourcing Search Results window. Right-click on the item and select Manage Approval The Manage Approval window appears:


  2. The first time you select Manage Approval during your CES session, you will be asked to provide your Parts Manager credentials in the following window:

  3. Enter your user name, password and role information. You must use the role VPMADMIN.ADMIN.CESRECONCILE. Click OK. The following appears:

  4. In the Manage Approval window, select the desired Approval Status. Click OK. Only one status can be selected. If you selected more than one part in Sourcing Search Results, all parts will be updated with this status value.

Manage Approval Window

This table describes the fields displayed in the Manage Approval window.

Fields Description
Approval Status List of values representing the approval status to set for the part(s).


This table describes the buttons displayed in the Manage Approval window:

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

Cancel

Click this to cancel the request and close the Manage Approval window.