Creating/Modifying Price Approval Roles
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Servigistics includes one default price approval role. This role cannot be deleted or modified.
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2. Do one of the following:
◦ To create a price approval role: Click the New button (
).
).◦ To modify a price approval role: Click the Edit button (
) for the price approval role.
) for the price approval role.The New/Edit Price Approval Role page appears.
1. Enter/edit the name and description of the price approval role as necessary.
2. If you are creating a new price approval role, click the Save button (
to save your settings and to display the Assign Approval Limit Rules tab.
to save your settings and to display the Assign Approval Limit Rules tab.3. The Assign Approval Limit Rulestab lets you specify numeric limits that the price approval role cannot exceed during the price record approval event for a given price record. Approval limits prevent a user from approving a price record that exceeds the price approval role’s imposed limitations. For example, a Pricing Analyst 1 role could be restricted to have a price approval limit of $10,000 annual revenue change amount. During the approval event, users with the Pricing Analyst 1 role would not be allowed to approve price changes that exceed this limit.
Note that this step is optional.
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Modifying the business rule assignment of an existing approval role will lead to a reset of all approval limit exceed count(s) for the modified approval role.
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Do any of the following on the tab.
◦ To assign/edit an approval limit rule:
Click the New button () or click the Edit button () for the approval limit rule. The Assign Approval Limit Rules window appears. Select the ruleset folder. Then, click the Find button (
) for Rule Name. The Find Business Rules window appears. Enter the pricing business rule name in the Rule Name box and click Search. Pricing business rules matching the name are displayed on the page. Highlight the pricing business rule you want to use as an approval limit rule and click OK. The Assign Approval Limit Rules window reappears. Click Create/Save.
) or click the Edit button () for the approval limit rule. The Assign Approval Limit Rules window appears. Select the ruleset folder. Then, click the Find button () for Rule Name. The Find Business Rules window appears. Enter the pricing business rule name in the Rule Name box and click Search. Pricing business rules matching the name are displayed on the page. Highlight the pricing business rule you want to use as an approval limit rule and click OK. The Assign Approval Limit Rules window reappears. Click Create/Save.◦ To remove an approval limit rule:
Highlight the approval limit rule row or rows and click the Delete button (
).
).4. Click .
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