Modify the status of an approval rule

An approval rule can be in either Active status or Inactive status. An approval rule can have an effect on a quote only if it is in Active status.

About this task

An enterprise user can change the status of an approval rule to either Active or Inactive.

To change the status 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. Perform either of the following tasks:
    • If the status of the approval rule is INACTIVE, click Activate to activate the approval rule.
    • If the status of the approval rule is ACTIVE, click Deactivate to deactivate the approval rule.
  3. Click Save.