Open topic with navigation

Submitting and Approving Change Requests

Depending on the approval process that your organization has chosen, you can submit contract change requests for approval and approve them on the Approvals page. The approval process in your Salesforce OrgSalesforce organization may differ from the steps described in this section.

Note:

Note

If you want to use an approval process for change requests, select the Contract Change Request Use Approvals field in the Billing Central Settings custom setting. See Contract Change Request Use Approvals.

To submit a contract change request for approval:

1. If the change request is not already displayed, click Related Change Request on the active contract for which you want to submit the change request.
2. Click Submit for Approval.
   Tip:

   Tip

   

   If this button is not displayed, the change request may already have been submitted for approval. In this scenario, click View Approval History to view the approval status of the change request.
3. Click Submit for Approval in the Approval History related list.
4. Click OK.

To approve or reject a submitted change request:

1. Do one of the following:
   • Click the link in the approval notification if you received one.
   • Click View Approval History on the detail page of the change request you want to approve or reject.
2. Depending on the approval process on your Salesforce Org:
   1. Click the Approve / Reject link in the Approval History related list.
   2. Click Approve or Reject depending on whether you are approving or rejecting the change request.

Salesforce

To submit a contract change request for approval:

1. Click Submit for Approval in the Approval History related list.
2. Click OK.

To approve or reject a submitted change request:

1. Do one of the following:
   • Click the link in the approval notification if you received one.
   • Click the Approve / Reject link in the Approval History related list of the change request you want to approve or reject.
2. Click Approve or Reject depending on whether you are approving or rejecting the change request.

View Tutorial

© Copyright 2009-2020 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation