Use the Price Quote Approval submodule to add new price quote approvers.
To use the Price Quote Approval submodule, you must have access to
Tasks as defined in the User Access Rights submodule under
Settings.
To add a new price quote approver:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks screen, click
.
-
Highlight the price quote that you want to add an approver for.
-
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 price quote that has not yet been approved or locked for changes.
-
Click
OK.
-
You can also add price quote approvers in the
Price
submodule of Jobs.