Modify approval rule details

You, as an enterprise user, can modify the details pertaining to an approval rule belonging to an enterprise.

About this task

You can modify the date range within which an approval rule is effective, the status of an approval rule, the conditions under which an approval rule will become applicable, and the result of the approval rule if those conditions are met.

To modify the details of an approval rule:

Procedure

  1. Navigate to the Approval Rule Summary screen. To navigate to the Approval Rule Summary 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.
    4. The Approval Rule Search screen is displayed. 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.
    5. The approval rules matching the search criteria are displayed. Click the Rule ID hyperlink or double-click the row corresponding to the approval rule. The Approval Rule Summary screen is displayed.
      Note: If only one approval rule matches the search criteria, the details of the corresponding approval rule are automatically displayed.
  2. Modify the appropriate fields as follows:
    • Effective Start Date*: Modify the start date and start time of the approval rule by clicking the corresponding Calendar icon and selecting the time from the drop-down list. The start date and start time indicate the date and time from which the approval rule becomes effective.
    • Effective End Date*: Modify the end date and end time of the approval rule by clicking the corresponding Calendar icon and selecting the time from the drop-down list. The end date and end time indicate the date and time until which the approval rule is effective.
    • Override all other rules: Select or clear this check box depending on whether or not you want to make this approval rule an override rule.
      Note: * indicates that the field is mandatory.
  3. In the Associated Approval Plan panel of the Approval Rule Summary screen, perform the following:
    1. Click Add to add an approval plan to the approval rule for the quote. In the Add Approval Plan dialog box that is displayed, perform the following:
      1. In the Approval Plans panel, select the check box adjacent to the Approval Plan ID of the approval plan, you want to add to the rule. The details of the approval plan are displayed in the Approval Detail panel.
      2. Click Save in the Add Approval Plan dialog box.
    2. To remove an approval plan, click on the check box adjacent to the Approval Plan ID and then click Remove.
  4. Click Save in the Approval Rule Summary screen.