A contract is approved through Accounting's approval chain
What moves
When the approval chain is used, each click on Approve is a step of the chain you set for contracts in Accounting, and a decision taken in Accounting's approval inbox moves the contract. Without Accounting, one approver in Contracts decides.
Before you start
- Contracts and Accounting in your plan
- A contract rule in Accounting's approval matrix
Step by step
- RequesterContracts & E-Signature
Submits a contract above the approval threshold.
You see:The contract waits for approval; the people who may approve are told.
- ApproverAccounting & E-Invoicing
Approves from the contract, or from the approval inbox in Accounting.
You see:The step is recorded in Accounting's chain with the contract's number and a link back.
- SystemContracts & E-Signature
Follows the final decision, approved or rejected, with Accounting's note.
You see:The contract becomes approved or goes back to draft, once, whichever place the decision was taken.