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adminhelp:workflowapprovals:approvalrules:approvalrules [2011/06/23 14:55]
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adminhelp:workflowapprovals:approvalrules:approvalrules [2011/07/11 11:07] (current)
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 ;#;//Figure J – Dynamic Approver cannot be identified//;#; ;#;//Figure J – Dynamic Approver cannot be identified//;#;
  
 +===== Delegation of approvals =====
    
 +
 +Purpose of the feature is to prevent situations where quote is stuck in user’s approval queue and no one can approve/reject it. Currently, when quotes are sent for approval to user and this user is absent, there is no way to pull them out of approver’s queue.
 +\\
 +
 +Difference is made to  Waiting for Approval tab, where there will now be 2 tables for approving quotes. First table - “**Quotes that I need to approve**” the regular one for quotes that are submitted to approver (Figure A - 1), and second - “**Quotes that my team needs to approve**” the new one for quotes that are submitted to users whose approving/ordering/managing parent is the approver (Figure A - 2).
 +\\
 +\\
 +• **Quotes that I need to approve**
 +
 +       -List of quotes sent directly to this user for approval
 +       -Regardless of whether user has set up delegated approver, he will be able to see all quotes sent to him for approval.
 +
 +• **Quotes that my team needs to approve**
 +
 +       -This section is displayed only if admin selects that one of following roles can approve/reject quotes : Approving Parent, Managing Parent and Ordering Parent, and if current user is set as one of selected roles for at least one active user in the system
 +       -This section contains all quotes currently found in user team’s approval queue. Example – user A and user B have user C set as Approving Parent. Admin has set up that Approving Parent can ‘Approve/Reject’ quotes instead of approval owner. User C can see in this section all quotes found in approval queue for user A and user B. Same is applied for managing and ordering parent.
 +       -If user A has user B as approval parent (or managing or ordering) and this role can approve/reject quotes (according to what admin defined in Setup), user B will always have action ‘Approvals’ (this will be only action) available over quotes that user A needs to approve under ‘Quotes that my team need to approve’.
 +\\
 +
 +{{ adminhelp:workflowapprovals:approvalrules:wfa_new.jpg }}
 +;#;//Figure A - New Waiting for Approval tab//;#;
 +\\
 +\\
 +On approvals page, table ‘**Approval History for this quote**’ will be changed so that new column will be added – ‘**Performed By**’.  For existing quotes, this column will be populated with whatever is found in column ‘Approver’ (Figure B). Going forward, this column will be populated with whoever is executing action (Submit For Approval, Accept or Reject). This is where we will show who actually approved/rejected the quote (whether it was original approver or his/her approval/ordering/managing parent).
 +\\
 +
 +{{ adminhelp:workflowapprovals:approvalrules:approving_page_da.jpg }}
 +;#;//Figure B - Delegated Approvers Approving page//;#;
 +\\
 +
 +New button is added on delegated approvers Approving page - “**View Quote**”.
 +\\
 +
 +Button ‘//View Alternative Approvers//’ will be displayed. When this button is clicked, pop-up window will appear where only approvers that need to approve/reject quote are displayed and their alternative approvers (Figure C). Alternative approvers may be their managing/approval/ordering parent (according to what admin defines).  If admin hasn’t set up either of these roles or there are no rules that haven’t been approved/rejected, this button will not be displayed.
 +\\
 +
 +{{ adminhelp:workflowapprovals:approvalrules:alternative_approvers.jpg }}
 +;#;//Figure C - Approval History - Alternative Approvers//;#;
 +\\
 +
 +On Approval History page, new column – ‘**Performed By**’ will be displayed (Figure D).
 +\\
 +
 +{{ adminhelp:workflowapprovals:approvalrules:approvalhystory.jpg }}
 +;#;//Figure D - Approval History//;#;
 +\\
 +
 +On ‘//Approval Rules//’ page, table for approval delegation will be displayed. Admin will be able to define roles that will be able to approve/reject quotes for other users (Figure E).
 +\\
 +
 +{{ adminhelp:workflowapprovals:approvalrules:delegated_approver_setup.jpg }}
 +;#;//Figure E - Delegated Approver Setup//;#;
You are here: SAP CPQ Online HelpAdmin Page HelpWorkflow-ApprovalsApproval Rules