String search
Word search

Cost approver accepts or rejects the cost of the order

Introduction

A customer can request that the cost of the order must be calculated before the order is printed. When the cost is calculated, the customer must accept or reject the cost.

To control the budget, the maximum cost of an order can be defined by the system administrator. The customer can accept a cost that exceeds the maximum cost. When the maximum cost is exceeded, a cost approver must accept or reject the cost. The [Order status] becomes [Request to accept price].

NOTE

If the cost approver is changed, the already created orders will still have the old cost approver assigned.

Procedure

  1. Click the link in the email to accept or reject the cost of the order.

    By default, the subject of the email is: [The order is waiting for approval.] JobId: [<jobID number>].

  2. Depending on the application configuration, it may be necessary to identify yourself. You have to enter your user name and password.

    The cost approval dialog opens.

  3. The cost approver can view the relevant settings of the order.
  4. The cost approver can type the reason to accept or reject in the remarks field.
  5. The cost approver has three options:

    Action

    Description

    [Accept]

    The cost approver can accept the cost of the order.

    The [Price approved] becomes [Price rejected]. The order can be printed.

    [Reject]

    The cost approver can reject the cost of the order.

    The [Price approved] becomes [Price rejected]. The order cannot be printed.

    The customer can change the order and submit the order again, or the customer can cancel the order.

    [Delegate price approval to:]

    The cost approver can delegate the accept or reject of cost to a higher level approver. Each higher level cost approver is allowed to approve a higher cost.

    1. Click the Accept button.

      The Accept or delegate dialog will appear.

    2. Type the email address of the higher level cost approver in the text field [Delegate price approval to:].

    3. Click OK.

      The higher level cost approver receives an email. The workflow for the higher level cost approver starts at step 1 of this procedure.

Parent topic:
Budget control
Privacy Terms of use Cookie information