Summary:

Approval Schemes enable you to control who should approve price lists, and in what circumstances.

You can set up to 5 levels of rules that can be combined to create sophisticated approval schemes based on the addition or removal of items, and price rises or price reductions.

Multiple individuals can be informed via email when a rule is breached. You can only assign one Approval Scheme to an Agreement. Approval Schemes can be used multiple times across multiple Agreements reducing the need to set and manage an Approval scheme for every Agreement your Organisation may have.

Instructions:

• To assign a custom scheme to an Agreement, navigate to your Agreement Directory via the menu:

 

 Search for the required Agreement. Click the ‘Manage’ icon as shown below:

 

• The site will load the Manage Agreement page below:

 

Every Agreement will automatically be assigned the ‘Default Approval Scheme’ until you allocate a custom scheme to the Agreement.

 

• Select the ‘Manage’ icon in the Approval section to navigate to your Approval Scheme Directory as shown below:

• To add the scheme to your Agreement click the ‘+’ icon against the required Scheme. The Scheme selected will then display a ‘tick’  to indicate it has been selected and the number of Agreements it is associated to will increase by one.

 

If you have not assigned a custom scheme to the Agreement you will see the Default Approval Scheme [Default] is selected automatically

 

NOTE: You are unable to view or change the Approval Scheme if the Agreement is ‘Awaiting Approval’. You will clearly see the status of the Agreement as shown below:

In this case, selecting the ‘Manage’ icon will take you to the Agreement Item Details page to approve or reject the changes. Once the Agreement has been approved or rejected, you will be able to access the Scheme and make changes to it or change the scheme assigned to the Agreement.