Use Price Quote Approval in the Approval submodule in the Tasks module to add new Price Quote (PQ) approvers.
To use Price Quote Approval, you must have access to
Tasks as defined in User Access Rights under
Settings.
To add a new price quote approver:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks page, click
.
-
Highlight the PQ for which you want to add an approver.
-
On the grid toolbar, click
Add Approver
.
-
In the Add Resource to Price Quote dialog box, use the drop-down list to select the resource that you want to add as an approver.
Note: You can only add approvers to a PQ that has not been approved or locked for changes.
-
Click
OK.
-
You can also add PQ approvers in
Price
in Jobs.