You can perform a basic approval plan search using the
Approval Plan Search screen.
Procedure
- Navigate
to the Approval Plan Search screen. To navigate to the Approval Plan
Search screen, perform the following steps:
- Log in to Sterling Business Center as a system administrator or a system setup administrator.
- From the System
Setup Home page, expand the Approvals menu,
and then click Approval Plans The Approval Plan Search screen is displayed.
- In the Plan ID Contains box, enter
the complete or partial identifier of the approval plan you want to
search for.
- In the Plan Name Contains box, enter
the complete or partial name of the approval plan you want to search
for.
- From the Order By drop-down list,
select the alphabetical order in which you want the search results
to be displayed.
- Click Search.
The approval plans matching the search criteria
are displayed. However, if there is only one approval plan matching
the search criteria, the Approval Plan Details screen for that approval
plan is displayed.
Overriding configuration for approval
plans or groups
On the
Approval Plan Search screen,
you can add or remove an override configuration. However this is possible
only when the current context organization is inheriting the configuration
from another organization. You can click
Take Ownership to
create an override configuration for the approval plan or group for
the current context organization. Similarly, you can remove the override
configuration by clicking
Give Back Ownership.
Note: As
approval plans are document specific, "Take Ownership" action on the
search page creates overrides for all the document types corresponding
to base document type "0001" along with an override without document
type, to perform a blank search. Similarly, "Give Back Ownership"
action deletes all the overrides created earlier including the override
without document type.