Objectives
- Review and Approval of the contract
Environment
- Contracts Module
Additional Information
- How to add Approvers
- Access the approval history
Procedure
The Approval center can be configured by default by different business criteria and contract types from the settings.
In the Approval Center tab, the user can add approvers from the add approvers button.
You have two mandatory fields: Label and approval Order.
- Label: Select the Approval label
- Approvers: You can select users, collaborators or contacts which are authorized to approve the specific Contract with Approval Orders.
- Users Groups Specify User Group(s) which are authorized to approve the specific Contract with Approval Orders.
- Select if manger of requester or not
- Approval Order
The approvers can show summary: enter the summary and press on save, open contract: open the contract to approve, send email directly to a specific person with the contract attached, access the approvers.
The approvers can also start the negotiation, approve or reject the contract.
You have also a section for the approval history, you can see the action done the changes, the date and time and comments. You can from the action wheel export them to excel.
