Approval Hierarchy

The Approval Hierarchy zone displays the approval hierarchy levels defined for the deal approval profile. It contains the following columns:

Column Name Column Description
Level Indicates the approval level.
To Do Type Indicates the To Do Type using which the To Do task is assigned to the approver/user group for approving the deal at the specified hierarchy level.
To Do Role Indicates the approver/user group to whom the To Do task of the To Do Type is assigned for approving the deal at the specified hierarchy level.
Propose Pricing Indicates whether the approver/user at the specified hierarchy level is entitled to propose a change in the proposed pricing of the price item. The valid values are:

  • Yes

  • No
Submit Price Item For Approval Indicates whether the approver/user at the specified hierarchy level is entitled to submit one or more price items to the respective product manager for approval. The valid values are:

  • Yes

  • No
Approve Deal Indicates whether the deal creator (at Level 0) and the subsequent users with the respective To Do role in the approval hierarchy are entitled to approve the deal after all the discretion check is validated. The valid values are:

  • Yes

  • No
Enable Self-Approval Indicates whether the deal creator (at Level 0) is entitled to approve the deal after all the discretion check is validated. The valid values are:

  • Yes

  • No
View Only Eligible Price Items Indicates whether the approver/user at the specified hierarchy level can view only those price items for approval which meet the pricing limits as set in the approval level criteria for the respective approver/user. The valid values are:

  • Yes

  • No

By default, the Approval Hierarchy zone does not appear in the Deal Approval Profile screen. It appears when you click the Broadcast (The Broadcast Icon) icon corresponding to a deal approval profile in the Deal Approval Profile List zone.

Related Topics

For more information on... See...
Deal Approval Profile screen Deal Approval Profile
Deal Approval Profile List zone Deal Approval Profile List