Copy an approval rule

You, as an enterprise user, can create a new approval rule from an existing approval rule by copying it.

About this task

When a user copies an approval rule, all the conditions and the result defined in the original approval rule are copied to the new approval rule.

Note: The status of the new approval rule created by copying an approval rule will be set to INACTIVE even if the status of the approval rule from which it is copied is ACTIVE.

To copy an approval rule:

Procedure

  1. Navigate to the Approval Rule Search screen. To navigate to the Approval Rule Search screen, perform the following steps:
    1. Log in to Sterling Business Center as Pricing Administrator.
    2. The application home page is displayed. Click the Pricing tab.
    3. From the Pricing home page, click Find Approval Rule in the Quotes dashlet. The Approval Rule Search screen is displayed.
  2. Enter the search criteria and click Search to perform a basic search. Alternatively, click Advanced Search, enter the search criteria, and click Search to perform an advanced search.
  3. If only one approval rule matches the search criteria, the Approval Rule Summary screen is displayed. Click the Copy Approval Rule related task.

    If multiple approval rules match the search criteria, the list of approval rules is displayed. Perform either of the following tasks:

    • Select the approval rule you want to copy by selecting the corresponding check box, and click Copy.
      Note: You can copy only one approval rule at a time.
    • Click the Rule ID hyperlink or double-click the row corresponding to the approval rule you want to copy. In the Approval Rule Summary screen, click the Copy Approval Rule related task.
  4. The Copy Approval Rule dialog box is displayed. In the New Rule ID* box, enter a unique identifier for the new approval rule.
  5. Click Create.

    The Approval Rule Summary screen pertaining to the new approval rule is displayed.

    Note: * indicates that the field is mandatory.