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Approve a Managed Contract

Thu, 2011-02-03 11:31 — rnur

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Overview

In order to Approve a Contract, all mandatory information in Managed Contract entity and Line Item entity is required.  All the information for an approved Contract is located in both the Managed Contract and Line Item.

Before approving, users can add additionally Contract information such as Drops, Planned Inspections and Planned Payments.  Additional information can be added after Contract approving.

An Approved Contract is available to be set to In Execution status, where its conditions will take effect.

To APPROVE an Approval Request for a Managed Contract, follow the steps below:

To OPEN a Managed Contract you wish to Approve, follow the steps below:

Note: By default, users defined to approve Managed Contracts will receive an Internal Message.  The System automatically generates this internal message because another user has Requested Approval to a Managed Contract:

  1. Open the message by selecting it; this will open a new window:

  1. Select the Lookup icon on the new window to locate the Managed Contract you wish to Approve.

Or, you can navigate to the module and search for the Managed Contract you wish to Approve.  To do this Go to Step 3 below.

  1. Find the Managed Contract which you would like to change status to Approved (see details in Searching for Records or Elements in the APPENDIX).

Note: In order to Approve a Managed Contract, its status must be Approval Requested.

Note: Once Managed Contract request for approval is Approved, no further modifications can be made to a Contract  (refer to Workflow Transitions for Managed Contracts for more information).

  1. Select Approve from the drop down list in the Transition field:

  1. A Transition window will be displayed confirming the Transition.  Add a description in the Step Note in the Transition window:

  1. Click on the Finish icon to complete the Transition transaction, or click the Discard icon to abort the Transition.
  2. Upon clicking the Finish   icon a window will be displayed confirming the Managed Contract Workflow Transition was executed:

 

To verify that the Managed Contract status is set to Approved

  • Open the Contract Contract screen and check that the Status field is set to Approved: