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
- In the Sales
Contract\Revision window, select the revision that you want to start
approval for.
- Right click, then click Status and select
Start Approval.
- Click Yes to confirm.
Note: The same activity can be done on the header of the
Sales
Contract/Items tab.