Assigning a delegate user to approve or reject a quote

In Sterling™ Field Sales, as a quote approver you can assign a user to approve or reject a quote on your behalf, during a specific time interval. This delegate user can approve or reject quotes during the specified time frame.

1. Log in to Sterling Field Sales.
2. Click , and then click Preferences.
3. The Preferences dialog box is displayed. In the My Delegate panel, perform the following:
   1. From the Delegate User ID box, click the Search icon to display the User Search dialog box and search for the user to add as a delegate user.
      Note: The delegate user, during the delegation period, can further delegate the permissions to approve or reject quotes, to another user. Once the delegate user has set up another delegation, he or she will no longer be able to approve or reject quotes, during the delegation period. The modified delegate user continues to approve or reject quotes, till the delegation period expires.
4. In the Start Date box, enter the date from which the delegate user can approve or reject quotes. Alternatively, use the Calendar icon to select effective start date.
5. In the End Date box, enter the date to which the delegate user can approve or reject quotes. Alternatively, use the Calendar icon to select effective end date.
6. Click Save.