Start Contract Revision Approval

Explanation

Use this activity to indicate that the contract revision is under approval. When the contract revision is ready for approval it can go through an approval process before its finally being approved.

Prerequisites

• Contract revision must be in status Planned.
• Default project and revenue activity must exist on the contract
• A general report code must be defined as a default value on the contract. This is used on item level when calculating tax.

System Effects

• Contract revision status is changed to Approval In Progress.
• No modifications to the contract revision lines or items allowed during approval unless the Update Allowed During Approval check box is selected on the contract revision. This is to avoid having changes done to the contract revision after it's been approved by someone else. If changes are required the contract revision must be set back to Planned by canceling the approval.

Window

Sales Contract

Related Window Descriptions

Sales Contract/Revision
Sales Contract/Items

Procedure

1. In the Sales Contract\Revision window, select the revision that you want to start approval for.
2. Right click, then click Status and select Start Approval.
3. Click Yes to confirm.

Note: The same activity can be done on the header of the Sales Contract/Items tab.