Price Approval on the Aggregate Level
Price approval on the aggregate level is performed on the Price Actions page - Multi Level tab. Follow these steps to open the tab:
1. Using the Go to box, enter price actions. The Price Actions page appears with the Multi Level tab selected.
2. Set Approval Roles to the approval role you want to use. Note that when All is selected, the grid will be in view-only mode since there might be different rights for approval roles.
3. Set Price Approval Workflow to the price approval workflow you want to work with. You will only have the option of selecting price approval workflows for which you have permission.
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The configurable filter for this tab is set on the Price Action page's Single Level tab.
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This tab lists the approval workflow price records that are waiting specifically for you to review and approve, hold, or reject. On this tab, records are listed in summary format, with the price records aggregated by approval level. You will see only the price approval levels for which you have permission.
Follow these steps to perform the price approval process from this tab.
1. Locking prevents all updates or deletes to the records. Also, the approve process runs only on locked records. To lock approval levels, do the following:
a. On the Multi Level tab, highlight the approval level.
b. Click Action.
c. Click Lock to lock the price records in the approval level.
Actions that can be taken on approval levels. Do the following to take action on an approval level:
◦ Approve: Approved price records are moved to the next approval level if skipping rules are not being used or are not satisfied. If skipping rules are being used and are satisfied, then price records are moved to the approval level defined in the skipping rule.
◦ Reject: Rejected price records are moved to the next lower approval level.
◦ Lock: Locked records cannot be edited, deleted, or overwritten by the Pricing Policy Apply Results process. Also, only locked records can be approved or uploaded.
◦ Unlock: Unlocked price records can be edited, deleted, or overwritten by the Pricing Policy Apply Results process. Unlocked records cannot be approved or uploaded.
◦ Hold:Held price records cannot be approved to the next higher approval level.
◦ Release Hold: When the hold on price records is released, the records can be approved to the next higher approval level.
Taking action on approval levels:
On the Multi Level tab, highlight the approval level. Then, take any of the following actions on the highlighted approval level:
◦ To approve: Click Action and then click Approve.
If global setting PRC_APPROVAL_LOCK_AUTOMATICis set to false, then only those records that are locked and are not on hold and do not have any approval limits exceeded will be approved.
If global setting PRC_APPROVAL_LOCK_AUTOMATIC is set to true, then all the records will be locked and those records that are not on hold and do not have any approval limits exceeded will be approved. Also, for both the cases, in the Reason for Approve window, if Ignore Warnings is not checked, then those records which generated the warnings will not get approved; if it is checked, they will be approved. Similarly, if Ignore Blockings is not checked, then those records which generated the blockings will not get approved; if it is checked, they will be approved. Once the approval process finishes, a report window appears posting notification of the actions taken.
◦ To reject: Click Action arrow and then click Reject. In the window that appears, specify the approval level you want the record(s) to be demoted to, enter a reason for the rejection, and click Save. Only price records that are not on hold will be demoted. Once the rejection process finishes, a report window appears posting notification of the actions taken.
◦ To lock: Click Action and then click Lock.
◦ To unlock: Click Action and then click Unlock.
◦ To hold: Click Action and then click Hold. In the window that appears, enter a reason for the hold and click Save. Once the hold process finishes, a report window appears posting notification of the actions taken.
◦ To release the hold: Click Action and then click Release Hold. Once the release hold process finishes, a report window appears posting notification of the actions taken.
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The actions available when the Action button is clicked are determined by the Approval role permission settings on the Price Approval Workflow page.
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2. Do the following to upload price records to the Price Book:
a. On the Multi Level tab, highlight the approval level.
b. Click the Upload button (
) on the toolbar. Price records that are NOT on hold and are locked will be uploaded.
) on the toolbar. Price records that are NOT on hold and are locked will be uploaded.If global setting PRC_APPROVAL_LOCK_AUTOMATIC is set to true, then all the records will be locked and all the SKUs will be considered for upload. If false, then only the locked SKUs will be considered for upload. Once the upload process finishes, a report window appears posting notification of the actions taken.
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You will only see the Upload button if you have permission of upload level.
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