Perform a search using saved approval rule search in Sterling Business Center

You can perform a search using a search that you performed before, and had saved, for a saved approval rule.

About this task

To search for an approval rule using a saved approval rule search:

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. Click Saved Searches to view the list of saved approval rule searches. Alternatively, click Advanced Search, and then click Saved Searches.

      The saved approval rule searches are displayed in a menu, with the favorite saved searches, if any, displayed at the top of the list.

      Note: A maximum of eight saved searches are displayed in the menu.
  2. Perform either of the following tasks:
    • If the saved search is displayed in the menu, click the saved search to view the corresponding search results.
    • If the saved search is not displayed in the menu, click More Searches... The Find Saved Searches for Approval Rules dialog box is displayed. In the Saved Search Name Contains box, enter either the complete or partial saved search name to filter the list of saved searches displayed in the Saved Searches panel. Double-click a saved search name to view the corresponding search results. Alternatively, click a saved search name and click Select to view the corresponding search results.
      Note: The More Searches... button is displayed only if there are more than eight saved approval rule searches.

      The Approval Rule Search screen is displayed with the search criteria automatically populated in along with the search results.