Register Approval Rule
Explanation
Use this activity to create approval rules that can be used
to retrieve different approval routings for the approval of contract change orders
(CCO)
depending on the type of change, the status change of the contract change order and the total value (cost or revenue)
associated with the CCO. It is possible to update the information on this tab at
anytime.
These approval rules will be effective if the
Use Rule check box has been selected and the following conditions have been met for an approval (per status) line in the Contract Change Order/Approvals tab:
- No approval lines exist in Attachments
for this approval.
- The Approve menu option has been selected
for the approval line.
or
- The Fetch Approval
Rule menu option has been selected
for the approval line.
The system selects the approval rules that fulfills the the criteria
regarding change type, change category 1, minimum/maximum amount etc. If several
rules are found that fulfills the criteria the system picks the rule with the
highest (1 being the highest) priority. The approval template connected to this
rule will be used to retrieve the approval lines
in Attachments to the approval line.
For more information on approval of a CCO, refer
About Contract Change Management Approval.
Prerequisites
- A company should exist.
- An approval template to be used for the
approval rule should have been entered in the Document Basic/Approval Template
tab.
System Effects
- An approval rule is created, which can be used to
add an approval routing to a CCO.
Window
Contract Change Basic Data/Approval Rule
Related Window Descriptions
Contract Change Basic Data/Approval Rule
Procedure
- Open the Contract Change Basic Data window.
- Click the Approval Rule tab and create a new record.
- Enter an ID in the Rule ID field.
- Select a company in the Company field for which the approval rule is valid.
- Enter a priority in the Priority field.
- Enter a change type in the Change Type field. If it has not been
entered the approval rule will be valid for CCOs with any change type in
addition to the CCOs
without a change type.
- Select an approval status in the Change
Approval Status field for which the approval rule is valid.
- Enter an amount in the Min Total Amount field
to indicate the minimum total amount on the CCO for which
this approval rule is valid.
- Optionally, enter an amount in the Max
Total Amount field to indicate the maximum total amount on the CCO for which this approval rule is valid. If no value is entered
the maximum amount is set to unlimited for this approval rule.
- Optionally, select if the amount is a cost or
revenue in the Cost/Revenue Type field if no change type has been entered. Note:
As a change type indicates the source of
change e.g. if it is a customer change, supplier change or a project
change, the cost revenue type will be set to Revenue or
Cost automatically, and cannot be modified. A customer change will always be set
to Revenue and a supplier or project change will be set to Cost.
- Enter the approval template in the Approval Template field, that
should be used when this approval rule is valid.
- Save the record.