Scenario-Based Contract Approval Rule Setups

Here are steps you can use to set up specific approval scenarios, including:

• Automatic contract approval

• Contract approval based on the immediate manager's authorization

• Contract approval based on term deviation

• Contract approval by an internal contact:

Note: For any field that can potentially have a null value, ensure you have specified a null condition in the approval rule.

1. Sign in as a setup user.

2. Navigate to the Setup and Maintenance work area.

3. Search and select the Manage Task Configurations for Customer Relationship Management task. The BPM Worklist page appears.

4. In the Tasks to be configured region, select ContractsApproval.

5. Click the Edit task icon.

6. Click the Assignees tab and click the Go to rule icon to create a new rule.

7. Click the Add Rule icon to add one of these rules such that:

   • Contracts are approved automatically:

     1. In the If section, select the condition as 1 is 1.

     2. In the Then section, select:

        • List Builder: Supervisory

        • Response Type: Required

        • Number of levels: 1

        • Starting Participant: HierarchyBuilder.getPrincipal(Task.payload.submitter,-1,"","")

        • Top Participant: HierarchyBuilder.getPrincipal(Task.payload.submitter,-1,"","")

        • Auto Action Enabled: True

        • Auto Action: "APPROVE"

     3. Ensure that other rules are inactive.

   • Contracts are approved after the manager's authorization:

     1. In the If section, select the condition as 1 is 1.

     2. In the Then section, select:

        • List Builder: Supervisory

        • Response Type: Required

        • Number of levels: 1

        • Starting Participant: HierarchyBuilder.getManager_1("supervisory",Task.payload.submitter,-1,"","")

        • Top Participant: HierarchyBuilder.getPrincipal(Task.payload.submitter,-1,"","")

        • Auto Action Enabled: False

        • Auto Action: "APPROVE"

     3. Ensure that other rules are inactive.

   • Contracts are approved based on term deviation:

     1. In the If section, select the condition as TermsDeviations.articleTitle.toUpperCase() is "Key word".

     2. In the Then section, define rules as per your requirements.

   • Contracts are approved by an internal contact:

     1. In the If section, select the condition as InternalContacts.croCode is "CONTRACT_ADMIN".

        Note: Replace the "CONTRACT_ADMIN" with the internal contact role.

     2. In the Then section, select:

        • List Builder: Resource

        • Response Type: Required

        • Users: InternalContacts.username

        • Participants: Groups: null

        • Application Role = null

8. Click Save and Close.