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Setting Up Approval for Agreements

You can set up agreement approval to make sure that when an agreement is worth more than a specified sum, users must obtain approval from the appropriate employee.

By default, users must submit an agreement for approval if the agreement total exceeds $50,000. You can change this validation rule or add additional rules for further validation before users submit agreements for approval. For more information, see Creating Rules for Agreement Validation and Submitting Agreements for Approval (End User).

This topic contains the following related information:

• Viewing Data for Agreement Approval
• Defining the List of Agreement Approvers

This task is a step in Roadmap for Administering Agreements.

Viewing Data for Agreement Approval

Before you set up approval for agreements, view the data for agreement approval.

To view the workflows that the agreement approval signal calls

1. Navigate to the Administration - Order Management screen, then the Signals view.
2. In the Signals list, select the ApproveItem record.
3. In the Versions list, drill down on the latest workspace.

   The Actions view appears.

4. Note the following information in the Actions list:
   • The Sequence field shows the order of the calls to the business services.
   • The Service Name field shows the names of the workflows that the signal calls.

     The signal updates the process for the order, quote, or agreement before the agreement is submitted for approval. For more information about agreement approval, see ISS Approval (Agreement) Workflow.

5. If you want the approver to receive an email in addition to placing the agreement in the Inbox of the approver, then change the SendMail parameter to TRUE in the ApproveItem signal.

You can also view the rule for agreement approval.

To view the rule for agreement approval

1. Navigate to the Administration - Data Validation screen, then the Rule Sets view.
2. Select the Agreement Approval record, and click the Rules view tab.

   The Rules view shows the expression, business component, and return code for the rule.

3. (Optional) Change the default amount of 50,000, or make any other changes to the rule.

Defining the List of Agreement Approvers

You must define a list of approvers so that the agreement is forwarded to the appropriate approver Inbox for approval or rejection.

To view a list of the agreements for approval, approvers can navigate to the Inbox Items view of the Inbox screen. For more information about using the Inbox, see Siebel Applications Administration Guide.

To define the list of agreement approvers

1. Navigate to the Administration - Application screen, then the Approval Admin view.
2. In the Approval Item list, select the Agreement Approval record.
3. In the Approval Flow Type field, select the correct option as follows:
   • Select Sequential to distribute the agreement approval to approvers in the sequence specified in the Sequence number (#) field.

     The agreement approval is routed to the next approver only if the current approver approves the request. If any approver in the approval chain declines the approval request, then the approval is rejected and no further routing is conducted.

   • Select Parallel to distribute the agreement approval to all approvers simultaneously for approval.

     The agreement approval is rejected if at least 1 approver declines the approval request.

4. In the Approval Stage list, create a new record for each user who must approve the agreement, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Sequence #	Displays a number for the sequence of the approval stage in the current agreement approval. Approval stages are executed in numerical order by using this number.
   Approval Type	Select a value for the approval type. Values include Position, Employee, and Either.
   Owner Login Name	Select the login name for the approval stage. This field is relevant only if the Approval Type field is Employee.
   Owner Position	Select the position for the approval stage. This field is relevant only if the Approval Type field is Position.