Shopping Cart Approval Template

After you create a Buying Organization, you can configure a Shopping Cart Approval Template to manage Shopping Carts through the workflow approval process. For more information, see the Workflow Primer.

Consider this system behavior when you configure approval templates:

• If you create a Buying Organization that is at the highest level in a hierarchy of organizations, you must configure an Approval Template to enable Workflow Service.
• By default, the workflow business rules you establish for an organization will apply to Shopping Carts submitted for approval in the organization. If the rule is not established for a child organization, Workflow Service will search the parent Buying Organization for the rule.

Therefore, you only need to configure the template for a Buying Organization at the highest level in a hierarchy. For more information about parent and child organizations, see Inheritance and Business Rules in the Overview Help.

You may:

• Add,
• Edit, or
• Delete

a Shopping Cart Approval Template.

Add

1. In the expanded Tree Menu, select Organization | Buying Organization Name | Attributes | Workflow | Templates | Shopping Cart Approval Template.

The Advanced Administration Application displays the editable Shopping Cart Approval Template form for the following Approval Rules:

• Spending Limit
• Commodity
• Cost Center
• Supplier
• Special Request
• Shopping Cart Total
2. Click [Create].

The Advanced Administration Application creates the default template and displays the editable Shopping Cart Approval Template form.

3. For each Approval Rule:
• Click in the Enabled check box, to enable or disable the rule.
• Click an Approval Steps radio button, to specify Parallel or Serial approval.
• Click in the Rule Order text box, and type an integer number for order to process the rule (1 for first, 2 for second, and so on.)
• Select a rule for re-approving edited Shopping Carts in the Re-Approval Rules drop-down list.
4. Click [Save] to save the entered data and leave the form.

Edit

1. In the expanded Tree Menu, select Organization | Buying Organization Name | Attributes | Workflow | Templates | Shopping Cart Approval Template.

The Advanced Administration Application displays the read-only Shopping Cart Approval Template form for the following Approval Rules:

• Spending Limit
• Commodity
• Cost Center
• Supplier
• Special Request
• Shopping Cart Total
2. For each Approval Rule:
• Click in the Enabled check box, to enable or disable the rule.
• Click an Approval Steps radio button, to specify Parallel or Serial approval.
• Click in the Rule Order text box, and type an integer number for order to process the rule (1 for first, 2 for second, and so on.)
• Select a rule for re-approving edited Shopping Carts in the Re-Approval Rules drop-down list.
3. Click [Save] to save the entered data and leave the form.

Delete

1. In the expanded Tree Menu, select Organization | Buying Organization Name | Attributes | Workflow | Templates | Shopping Cart Approval Template.

The Advanced Administration Application displays the read-only version of the Shopping Cart Approval Template form.

2. Click [Delete] to delete the template from the organization.