Redwood: Use More Entities on Price Lists for Approvals

Use more entities on price lists than you could use in earlier updates, then route approval according to them. Route to an employee distribution that you specify.

Here's a summary of what's new:

  • Use the same flows that you use in Redwood: Set Up Approval Flows for Price Lists, except now you can include all of the price list's entities that are available in Pricing's redesigned pages. 
  • Create a new price list and test it in a test environment that keeps your changes separate from your production environment until you approve the changes. 
  • Assign rules to approvers according to the type of change or the type of data that's in the price list. 
  • Set up an approval flow where approvers can approve one after the other or at the same time.
  • Include a pricing tier, pricing matrix, or descriptive flexfield as part of the approval.
  • Use file-based data import to import your approvals.

Realize these benefits:

  • Control how you deploy price changes for more entities to production. You can use an approval flow that limits who can approve and change price.
  • Indicate the type of change.
  • Get more flexibility in your approvals. You can now approve at a more detailed level.
  • Fix or delete changes when an approver rejects a change.

Try It

Assume you need to approve a pricing tier. To start, create a new price list in Draft status and that requires approval:

create a new price list in Draft status and that requires approval

Examine the Change Type attribute. You might see a Changed or New status. If all looks good, submit the changes for approval, then notice the Pending Approval status:

Pending Approval status

You can also review each level of the tier for approval:

review each level of the tier for approval

Notice that it's approved for each item. . .

approved for each item

. . .and also for each tier:

each tier

Steps to Enable

If you want to use the Redwood: Use More Entities on Price Lists for Approvals feature, then you must opt in to its parent Redwood: Set Up Approval Flows for Price Lists feature. If you already opted in to the parent, then you don’t have to opt in again.

Tips And Considerations

  • You can approve a price list only with Pricing's redesigned pages. You can't use this feature with Pricing's classic pages.
  • You can only approve entities that Pricing supports in redesigned pages.
  • If a problem happens before approval starts, and if you have the Approve Price Lists privilege, then you can click Revert to Draft to return the price list to the state it was in before you submitted it for approval.
  • You can use the BPM Worklist page to reassign approvers or remove the price list from approval. If you remove, then Pricing will return all entities to Pending Approval status or to Draft status. See Guidelines for Setting Up Your Approval Task.

An approver can reject an approval request:

  • Revert to Draft. Returns the price list to the state it was in before you submitted it for approval. 
  • Discard Changes. Displays a warning, then removes all unapproved changes.

Key Resources

Access Requirements

  • Manage Pricing Rules (QP_MANAGE_PRICING_RULES)
  • View Price Lists (QP_VIEW_PRICE_LISTS_PRIV)
  • Manage Price Lists (QP_MANAGE_PRICE_LISTS_PRIV)
  • Manage In-Progress Price Lists (QP_MANAGE_IN_PROGRESS_PRICE_LISTS_PRIV)
  • Approve Price Lists (QP_APPROVE_PRICE_LISTS_PRIV)
  • View Notification Details (PER_VIEW_NOTIFICATION_DETAILS_PRIV) – usually added as part of Employee abstract role
  • BPM Admin Role (BPMProcessAdmin) – required for setup of approval flow and rules