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.