Change Restricted Sales Setup

Workflows can be enabled to generate an approval requirement to complete any changes made to a restricted sales setup including insertions and deletions.

Note

Different workflows are used for modifying, inserting, and deleting restricted sales setup but each is described in this section.

Restricted Sales Setup Modify Approval

If you do not need an approval for a change to every editable field in the Restricted Sales Setup page, you can set conditions in the workflows to specify which field changes to track. If you do not specify these fields, then approvals will be sent whenever a change is made. Step 2 provides information about adding conditions to the workflow.

The general process for approving a modification to the restricted sales setup with an approval workflow is:

  1. Create the Restricted Sales Setup Modify Approval Workflow workflow from the template.
  2. Choose specific information to require approval requests.
    1. On the first line of the workflow, choose (View filter details) in the On Condition field.
    2. In the Event Conditions page, enter the information to be tracked.
    3. Choose the OK button.
  3. Assign the approval user or group of users.
  4. Set the additional authentication if required.
  5. Enable the workflow.
  6. Open the Restricted Sales Setup page from a customer (Related > Sales > Restricted Sales) or directly using the Tell Me feature.
  7. Make a change to a restricted sales setup line and then leave the line.
  8. A message opens stating that a change request was sent for approval. If notifications are set up, the approval user(s) receives notification of the approval request. Choose the OK button to close the message.
  9. The approval user opens the Restricted Sales Setup page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.

Changes to the restricted sales setup line are instantaneous after approval.

Restricted Sales Setup Insert Approval Workflow

The general process for approving the insertion of a restricted sales setup with an approval workflow is:

  1. Create the Restricted Sales Setup Insert Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the Restricted Sales Setup page from a customer (Related > Sales > Restricted Sales) or directly using the Tell Me feature.
  6. Insert a restricted sales setup line and then leave the line.
  7. A message opens stating that a new request was sent for approval. If notifications are set up, the approval user(s) receives notification of the approval request. Choose the OK button to close the message.
  8. The approval user opens the Restricted Sales Setup page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.

The new restricted sales setup line is added immediately after approval.

Restricted Sales Setup Delete Approval Workflow

The general process for approving the deletion of a restricted sales setup with an approval workflow is:

  1. Create the Restricted Sales Setup Delete Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the Restricted Sales Setup page from a customer (Related > Sales > Restricted Sales) or directly using the Tell Me feature.
  6. Select the restricted sales setup line to delete and then on the Request Approval menu, choose the Delete Line action.
  7. A message opens stating that the request to delete was sent for approval. If notifications are set up, the approval user(s) receives notification of the approval request. Choose the OK button.
  8. The approval user opens the Restricted Sales Setup page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.
Note

There are no entries in the Approval Entries Log page for deleted restricted sales setup lines.

The restricted sales setup is deleted immediately after approval.

Cancel approval requests

A user can cancel an approval request by choosing the Cancel Approval Request action on the Request Approval menu.

Manage approval requests

A designated user can approve, reject, or delegate an approval request by choosing the action from the Approve menu. They can also add any necessary comments for the response to the request.

Designated users can also choose the Lightbulb that opens the Tell Me feature icon, enter Requests to Approve, and then choose the related link. In the Requests to Approve page, they will see their pending approval requests and can manage each request individually. They can choose Home > Open Record to view the restricted sales setup requesting the change and could then complete the approval directly in the Restricted Sales Setup page.

View approval entries

The Approval Entries FactBox shows the status of an approval request as well as the number of unfinished approvals, the date and time the approval request was sent, and the details of the approval request.

To see complete information about the approvals, choose the Approval Entries action on the Request Approval menu.

The entries in the Approval Entries FactBox and the Approval Entries Log page are based on the selected restricted sales setup line.

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