You can add an Approval Rule Violation Reason for a Quote,
using the Quote Approval Rule Violation Reason screen.
About this task
Note: The fields marked with * in the New
Value dialog box are mandatory.
Procedure
- Navigate to the Quote Approval
Rule Violation Reason screen. To navigate to the Quote Approval Rule
Violation Reason screen, perform the following steps:
- Log in to Sterling Business Center as a system administrator or a system set up
administrator.
- From the System Setup Home page,
expand the Quote menu, and then click Manage
Quote Approval Rule Violation Reason.
The Quote Approval Rule Violation Reason screen
is displayed. Existing approval rule violation reasons, if any, are
displayed.
- Click the Add icon in the Manage
Quote Approval Rule Violation Reason screen. The Approval
Rule Violation Details dialog box is displayed.
- In the Value box,
ensure that you specify the approval rule
violation reason. The maximum number of characters that you can enter in the box
is 40 characters. It is recommended that you specify a unique reason.
- In the Short Description box
, ensure that you specify a brief description of
the reason as you want it to appear throughout the system. The maximum
number of characters you can enter in the Short Description box
is 40 characters. It is recommended that you specify a unique short
description.
The description specified here is displayed as hover-text in Sterling Field Sales when
an approval rule is violated for a quote.
- In the Description box,
enter a detailed description
of the reason. The maximum number of characters you can enter in the Description box
is 100 characters.
- Click Save.
Note: You can create a violation message for a Quote either
from the Quote Approval
Rule Violation Reason screen, or from the Violation
Message screen. However, if you have created a violation
message for a quote using the Quote Approval Rule Violation
Reason screen, it would get added in the Violation
Message screen.
The approval rule violation reason will be created
for the quote.