From ICIHelp7.15
Jump to: navigation, search
 
(31 intermediate revisions by 5 users not shown)
Line 1: Line 1:
<font face=" Segoe UI " >
 
  
[[ICM Help| Home]] > [[Contract Types]]
+
= Send the Contract Type for Approval =
  
Once you create a Contract Type, it is in Draft state. Contract type must be approved in order to get finalized.. <br/>
+
ICI&nbsp;has a very strong review and approval process for each Agreement related entity. After you create a Contract Type, it is in ''Draft'' state. Contract Type must be approved to be finalized. You as a Primary Owner can send the Contract Type for approval.
  
To send a contract type for approval:<br/>
+
To send a Contract Type for approval:
  
1. The '''Details''' tab of a particular contract type page contains the following options:<br/>
+
#The ''Details'' tab of a particular Contract Type page contains the following options:  
 +
#*Edit
 +
#*Delete
 +
#*Send for Approval 
 +
<div class="image-green-border">[[File:SendContractforApproval.jpg|Send Contract Type for Approval]]</div> <ol start="2">
 +
<li>'''Click''' ''Send for Approval''. The Contract Type is sent for approval and the status changes to&nbsp;''Waiting for Approval''.</li>
 +
</ol>
  
:* '''Edit'''
+
The approver gets a notification about the Contract Type to approve&nbsp;it.
:* '''Delete'''
+
:* '''Send for Approval'''<br/><br/>
+
  
[[File:Create Contract Type-Agreement 14.png]]<br/>
+
&nbsp;
  
2. Click '''Send for Approval'''. The contract type is sent for approval and the status of the contract type reflects '''Waiting for Approval'''. <br/>
+
&nbsp;
  
[[File:Create Contract Type-Agreement 11.png]]<br/><br/>
+
'''Related Topics:&nbsp;'''[[Edit_a_Contract_Type|Edit a Contract Type]]&nbsp; | &nbsp;[[Publish_a_Contract_Type|Publish a Contract Type]]
 
+
 
+
To learn how to add an approver, click [[Team]]. <br/>
+
To learn how approve a contract type, click [[Approve a contract type]]<br/>
+
 
+
Related Topics:<br/>
+
 
+
[[ICM Help]]
+
 
+
</font>
+
<link-page pagebefore="Create_a_Structure_of _Masterdata | Create a Structure of Masterdata" pageafter="Approve/Reject_a_Contract_Type |Approve/Reject a Contract Type " />
+

Latest revision as of 11:06, 18 November 2020

Send the Contract Type for Approval

ICI has a very strong review and approval process for each Agreement related entity. After you create a Contract Type, it is in Draft state. Contract Type must be approved to be finalized. You as a Primary Owner can send the Contract Type for approval.

To send a Contract Type for approval:

  1. The Details tab of a particular Contract Type page contains the following options:
    • Edit
    • Delete
    • Send for Approval
Send Contract Type for Approval
  1. Click Send for Approval. The Contract Type is sent for approval and the status changes to Waiting for Approval.

The approver gets a notification about the Contract Type to approve it.

 

 

Related Topics: Edit a Contract Type  |  Publish a Contract Type