Managing approvals of a quotation

If approvals are set up for quotations, the quotation must be approved by the approvers set up beforehand in order to validate the quotation. The quotation must then follow the approval process defined in the approvals setup. In that case, the employee must ask approvers to approve the quotation.

Reference

For more information about the approval setup, see Approvals.

DMF 061807 PROJECTS APPROVALS REQUEST

Prerequisites:

  • Approvals must be set up for quotations.
  • The quotation must be in the Draft state.
  • On-going modifications on the quotation must be saved.

At the top of the screen, click on then on Request approvals.

DMF

061808 PROJECTS APPROVALS APPROVE

061809 PROJECTS APPROVALS DENY

When you are an approver of a quotation, you can approve or deny the quotation.

Prerequisites:

  • You must be an approver of the quotation.
  • On-going modifications on the quotation must be saved.
1 At the top of the quotation, click on:
  • to approve the quotation.
  • to deny the quotation.
2 Specify a comment and validate.

The quotation is approved or denied.

As long as the quotation is not validated, you can remove your approval or denial by clicking on . It requires the 061813 PROJECT APPROVALS RESET APPROVALS DMF.

Description of approvals display

At the top of the quotation, a summary of approvals is displayed.

The initials or the picture of each approver are displayed.

An icon next to the initials or the picture shows whether the relevant approver has approved or denied the quotation:

  • if the approver has approved.
  • if the approver has denied.

By hovering over the approver, the date, time and comment of the approval or denial are displayed in a tooltip.

DMF 061813 PROJECT APPROVALS RESET APPROVALS

Prerequisite:

  • either pending approval;
  • or approved and non-validated;
  • or denied.

Approvals of a quotation can be reset in order to cancel approvals and denials given on the quotation. This action can be useful when a modification has been brought to the quotation and calls into question the approvals already received.

From the quotation, click on at the top of the screen then on Reset approvals.

Note

When a quotation that is pending approval/denied/approved non-validated is modified, a window proposes to reset approvals when saving:

  • Click on Yes to reset approvals.
  • Click on No to keep approvals as they are.