Create a header approval rule

You, as an enterprise user, can create an approval rule to be applied at the quote header level.

1. Navigate to the Create Approval Rule screen. To navigate to the Create Approval Rule 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 New Approval Rule in the Quotes dashlet.

      The Create Approval Rule screen is displayed.

2. In the Create Approval Rule screen, select the Header option.
3. In the Approval Rule ID* box, enter a unique identifier for the approval rule. The Rule ID, which is used to identify the approval rule, must be unique for each pricing organization.
4. Click Submit.
5. The Approval Rule Summary screen is displayed. In the Approval Rule Information panel, the Approval Rule Type you selected is displayed.
6. From the Message Code drop-down list, select a message code. Depending on the message code selected, the Message box is automatically populated.

   Note: The options in the Message Code drop-down list are displayed only if you have set the approval rule violation reasons in the Applications Manager.

7. Select the start date by clicking the Calendar icon adjacent the Effective Start Date* field. Select the start time from the drop-down list. The start date and start time indicate the date and time from which the approval rule becomes effective.
8. Select the end date by clicking the Calendar icon adjacent the Effective End Date* field. Select the end time from the drop-down list. The end date and the end time indicate the date and time until which the approval rule is effective.
9. Select the Approval is not required if this rule is applied check box to make this approval rule override any required approvals. If you have selected this check box, approvals are not required.
10. In the Conditions panel, perform the following steps:
    1. To add a condition, click the Add a Condition link.
    2. In the row that is added, click the Search icon adjacent the <entity attributes for condition> field to select a header-level entity attribute. For example, you can select manual discount, customer rating, and so on in the dialog box that is displayed.
    3. A dialog box containing the available entity attributes in a tree hierarchy is displayed. Select an entity attribute depending on fields that are displayed in the dynamic panel. For example, if you select Customer Rating from the tree hierarchy, a field that enables the selection of the corresponding rating value is displayed.
       Note: If you select Customer Rating, Expiration date overridden, or Role entity attribute from the tree hierarchy in step c, the query type is not available for selection. For example, in case of Customer Rating, the query type is defaulted to “is”. If you select the Manual Discount (%) for order entity attribute from the tree hierarchy, the query types available are “less than or equals”, “less than”, “greater than or equals”, “greater than”, and “equals”.
    4. To create multiple conditions, click Add Condition. However, you must define a condition completely before adding a new condition.
    5. A new row is added. Repeat step b and step c.
    6. You can establish an “and” or “or” relationship between the conditions in a rule. Perform the following steps to establish a relationship between conditions in a rule:
       • From the <Operator> drop-down list in the dynamic panel, select And to establish an “and” relationship between the conditions in a rule. If all the selected conditions are evaluated as True, the result will be True. If any of the selected conditions are evaluated as False, the result will be False.
       • From the <Operator> drop-down list in the dynamic panel, select Or to establish an “or” relationship between the conditions in a rule. If any of the selected conditions are evaluated as True, the result will be True. If all the selected conditions are evaluated as False, the result will be False.
    7. To negate a condition, select a condition and click Not. The entity attribute in the selected condition is negated.
       Note:

       • You can select only one condition in a rule at a time.
       • You cannot select multiple operators between the conditions in a group. For example, if you have created three conditions, A, B, and C, you can either establish an “and” relationship or an “or” relationship between the conditions.
       • You cannot modify the sequence of the fields in the row in which a condition is created.
    8. Click Save.
11. In the Associated Approval Plan panel, 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.
12. Click Save in the Approval Rule Summary screen.