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

1. Open the Contract Change Basic Data window.
2. Click the Approval Rule tab and create a new record.
3. Enter an ID in the Rule ID field.
4. Select a company in the Company field for which the approval rule is valid.
5. Enter a priority in the Priority field.
6. 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. 
7. Select an approval status in the Change Approval Status field for which the approval rule is valid.
8. 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.
9. 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.
10. 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.
11. Enter the approval template in the Approval Template field, that should be used when this approval rule is valid.  
12. Save the record.