Blanket Order Release Approval Template

To configure a Blanket Order Release Approval Template for each organization.

Add

1. In the expanded Tree Menu, select Organization | Buying Organization Name | Attributes | Workflow | Templates | Blanket Order Release Approval Template.

The Advanced Administration Application displays the editable Blanket Order Release Approval Template form for the following Approval Rules:

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

The Advanced Administration Application creates the default template and displays the editable Blanket Order Release 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 Blanket Order Releases 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 | Blanket Order Release Approval Template.

The Advanced Administration Application displays the read-only Blanket Order Release Approval Template form for the following Approval Rules:

• Spending Limit
• Commodity
• Cost Center
• Special Request
• Shopping Cart Total
• Supplier
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 Blanket Order Releases 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 | Blanket Order Release Approval Template.

The Advanced Administration Application displays the read-only version of the Blanket Order Release Approval Template form.

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