How to Authorize Projects

Path: Transactions > Projects > Records / Identity

By default, project authorization is not required. However, if any of the affiliated repair centers have the WO Authorization Required check box marked, the project must be authorized.

The person logged in needs the appropriate access and authorization limit. Contact your WebTMA System Administrator regarding electronic authorization and the corresponding limits.

Projects are authorized in View mode:

1. Locate the project record.
2. Click the Authorize link on the Action Menu.
3. Type the Amount up to and Authorization Date. The amount is the maximum value authorized for the project.
4. Click Save on the Authorization popup to accept the authorization.

The Authorized By field on this window is read-only. It shows the user who is logged in.

If you use the optional Approval Routing module, the approval process you established within the module applies to the project as far as authorization is concerned.