The Automatic Approval workflow tracks and enforces the approval of Site Pick Lists that include machinery/equipment usage. As long as such a Site Pick List has not been approved, it cannot be posted.
A Site Pick List with machinery goes through the following statuses.
Status
Description
Open
The Site Pick List can still be edited freely.
Approval Request
The Site Pick List has been submitted and is waiting for a decision.
Approved
The Site Pick List has been approved and can be posted.
Rejected
The Site Pick List has been sent back and requires attention before it can be resubmitted.
Important
A Site Pick List with machinery cannot be posted unless its status is Approved.
Approval Entries
Every time the approval status of a Site Pick List changes, a new Approval Entry is created that permanently records who changed the status, when, and to which value. Approval Entries cannot be changed or deleted afterwards.
The Approval Entries page shows the following columns.
Field
Description
User ID
The user who changed the status. For an automatic approval (see below), this shows "Time Tolerance exceeded" instead of a user name.
Timestamp
Date and time the status was changed.
New Status
The status that was set.
Comment
A free-text comment. When a Site Pick List is rejected, this page opens automatically and a comment must be entered before the page can be closed.
Important
Only the foreman or site manager assigned to the Site Pick List - or a user linked to the underlying job task through their Salesperson/Purchaser Code - is allowed to approve or reject it manually. The approving user must have a Salesperson/Purchaser Code set up in their User Setup.
Automatic approval
Site Pick Lists can define an Approval Tolerance (in days). If a Site Pick List with machinery is still Open longer than its tolerance, counted from its creation date, the automatic approval process approves it without waiting for a manual decision. The automatic process is not subject to the manual approver checks described above, and the resulting Approval Entry is logged with the User ID "Time Tolerance exceeded" rather than a real user.
This is carried out by two codeunits: Start Auto Approve scans all open Site Pick Lists with machinery whose tolerance has been exceeded, and for each one runs Process Auto Approve, which performs the actual approval. Both are designed to run without user interaction, for example on a recurring schedule.
Note
The Approval Entry table and the Approval Entries page are generic, reusable infrastructure: besides Site Pick List approvals, they are designed to also support other approval-driven document types in Construction Base.
Approval Workflow
