Save an approval rule search in Sterling Business Center

You can save an approval rule search to avoid entering the corresponding search criteria every time you search for a particular approval rule.

About this task

To save an 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 Basic Approval Rule Search panel, enter the appropriate search criteria. Alternatively, click Advanced Search and enter the appropriate search criteria.
  3. From the Saved Searches drop-down menu, select Create Saved Search.
  4. The Save Search dialog box is displayed. In the Saved Search Name* box, enter a name for the search.
  5. Select the Include in favorite searches check box to mark the saved search as a favorite. Marking a saved search as a favorite enables you to quickly navigate to that saved search from the home page. A maximum of five most recent favorite saved searches are displayed as hyperlinks under the Favorite Searches panel in the home page. You can also access the favorite saved searches using the Favorites menu in the header bar of the home page.
  6. Click Save.
    Note: * indicates that the field is mandatory.