Enabling contract approvals

A Sales Manager within the Seller organization can approve contracts.

About this taskTo enable contract approvals for a user with the Sales Manager role:

1. Create a user with the Sales Manager role:

   1. Open the Organization Administration Console.
      
      

   2. Select Access Management > Create User.

   3. The New User wizard launches. Provide appropriate information for the fields.

      On the Details page, the Challenge question and Answer to challenge question fields display only if

      <OrgAdminConsole ShowChallengeInformation="true" /> 

      has been set in the WebSphere Commerce configuration file.

   4. When you have completed the wizard, click OK to create the user and return to the Organization Administration Console home page.

   5. Select Access Management > Find Users.

   6. A find dialog displays. Provide search criteria and click Find. A list of users displays.

   7. Select the check box beside the user you want to work with and click Roles.

   8. From the Select organization list, select the seller organization with which you want to work.

   9. From the Role list, select Sales Manager.

   10. Click Add. The Sales Manager - Seller Organization combination displays in the Selected roles list.

   11. Click OK to return to the list of users. Note that the Organization column displays Seller Organization, and the Role column displays Sales Manager for this user.

2. Add the new user to the Contract Approval member group.

   1. Select Access Management > Find Users.

   2. A find dialog displays. Provide search criteria and click Find. A list of users displays.

   3. Select the check box beside the user you want to work with and click Member Groups.

   4. From the Available member groups list, select the ContractApprovalGroup entry for the organization, and click Add.

   5. Click OK to return to the list of users.

3. Enable the Sales Manager in the Seller Organization to approve contracts:

   1. Open the Organization Administration Console.
      
      

   2. Select Access Management > Find Organizations.

   3. In the Name field, type Seller Organization and click Find. The Organizations list displays.

   4. Select the check box beside the seller organization and click Approvals. The Approvals list displays.

   5. From the Available approvals list, select Contract Submit Approvals - Sales Manager and click Add.

   6. Click OK.

Results The Sales Manager role can now approve contracts submitted to the Seller organization.

Related concepts

Approvals

Approval flows

Contract approval flow

Order approval flow

Related tasks

Create a user

Searching for approval requests

Checking the status of approval requests

View approval request details - - -