Basic approval rule search in Sterling Business Center

You can perform a basic approval rule search.

About this task

To perform a basic approval rule search:

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. In the Rule ID Contains box, enter the complete identifier or partial identifier of the approval rule you want to search.
  3. In the Message Contains box, enter a word or a string of words in the message that was provided for the approval rule.
  4. In the Status field, select one of the following radio button:
    • All: Select this option to locate all the approval rules that match the search criteria.
    • Active: Select this option to locate only the active approval rules that match the search criteria.
    • Inactive: Select this option to locate only the inactive approval rules that match the search criteria.
  5. Select the Only include approval rules that are effective today check box to search only for approval rules that are valid for the current date.
  6. Select the Only show override rules check box to search for the override approval rules.
  7. Click Search.
  8. The approval rules matching the search criteria are displayed. In case of multiple approval rules matching the search criteria, select the check box adjacent the approval rule whose details you want to view, and click Select. The Approval Rule Summary screen is displayed. However, if there is only one approval rule matching the search criteria, the Approval Rule Summary screen pertaining to that rule is displayed.