You can define the approver details for an approval plan
using the Add Approver dialog box.
About this task
Note: The fields marked with * in the Add Approver dialog
box are mandatory.
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.
- Enter applicable search criteria and click the Search icon.
- The list of approval plans is displayed. Click on the Approval
Plan ID of the approval plan to navigate to the details
of the approval plan.
- The Approval Plan Summary screen is displayed. In the Approver
List panel, click the Add button.
- The Add Approver dialog box is displayed.
Perform the following.
- In the Approval Name box, enter
a name for the approval plan.
- From the Team Code box, select
a team to approve the quotes.
- From the User Group box, select
a user group (role) to approve the quotes.
- Select the Mandatory approval required from
this approver check box, if the specified approver must
approve the quote regardless of whether approval rules have been violated
or not, and regardless of the approval hierarchy.
- You can drag and drop an approver, whose approval is
a prerequisite, prior to an approval from the approver being defined,
from the Approvers list to the Predecessors list
and vice versa using the Move Right and the Move
Left icons respectively
- You can drag and drop all approvers, whose approvals
are prerequisites, prior to an approval from the approver being defined,
from the Approvers list to the Predecessors list
and vice versa using the Move All Right and
the Move All Left icons respectively.
- Click Save in the Add
Approver dialog box. The sequence of the approver
record and the approver is added to the left pane of the Approval
Plan Details Summary.
- Click Save on the Approval Plan
Summary screen.