This chapter covers the following topics:
Oracle Quoting uses the Oracle Approvals Management (OAM) engine to define rules governing approvals. Within OAM, a situation or rule requiring approval is defined using Attributes, Conditions, and Approval Type.
Attributes are used to define Conditions, and Approval Type determines the contents and hierarchy of the approvers. One or more Conditions and an Approval Type constitute a Rule.
Note: If approval rules are not defined, the user can self approve the quote. Instead of submitting the quote for approval, the user can click the Approve Quote button and the quote is approved.
When you initiate an approval, you can view the list of approvers and rules applicable to the quote, if any.
Prerequisites
The Approvals subtab must be enabled using OA Personalization.
The logged in user has update access to the quote.
The highest version of the quote must be used.
There is a transition defined from the current quote status to Approval Pending.
To initiate an approval, navigate to Quoting > Approvals > Initiate Approval.
Notes
The Initiate Approvals page displays the approvers and applicable rules for the approval process.
When a quote is approved, an e-mail is sent to the next approver, indicating that the quote is awaiting approval. The status of the quote during this period is Approval Pending.
The quote accessed from the approval notification is read-only.
Field Behavior
Obtain approvals from entire list of approvers
Selecting this option will begin the approval chain with the first approver on the list. The quote is subsequently passed to the next approver on the list each time it is approved.
Obtain approval from the list of approvers starting with
This option allows you to choose where the approval process starts. To be able to skip approvers, enable the Skip Approvers region using OA Personalization.
The Approvals subtab must be enabled using OA Personalization.
Field Behavior
Result hyperlink
Shows approval details
Approver Comments hyperlink
Shows approver comments
Notification Detail hyperlink
Shows notifications sent to each approver
Cancel Approval Process
This button is only available if the approval process has been initiated. If an approval process is not in progress, this button is replaced with an Initiate Approval button.
Once an approval is initiated, it is passed on to the next approver. Each approver in the hierarchy receives a notification that the quote is ready for approval when it is their turn to approve.
Prerequisites
The Approvals subtab must be enabled using OA Personalization.
You must have access to the operating unit in which the quote is created. If not, you cannot approve the quote.
Navigate to Self Service Applications > Workflow Administrator Web Applications > Worklist.
Field Behavior
Click Here For Quote Details
If you are logged into Oracle Sales or the Quoting - HTML UI, the Quote page opens. If not, the JTF login page opens and you must log in to access the Quote Detail page.
The Approvals subtab must be enabled using OA Personalization.
To reject an approval, navigate to Self Service Applications > Workflow Administrator Web Applications > Worklist.
The Approvals subtab must be enabled using OA Personalization.
To reassign an approval, navigate to Self Service Applications > Workflow Administrator Web Applications > Worklist.
Steps
Select the notification for the quote requiring approval and click Reassign.
After selecting the person to whom you want to assign the approval, select the Transfer ownership of this notification radio button.
To delegate authority for the notification, select the Delegate authority for responding to this notification radio button.