Configure approvals

Learn how to create and configure approval condition, approval rule, and approval gate.

Add and configure approval condition

1. From the application left navigation area, select Administration.
2. From Master Data Management, select Condition.
3. Select to add a condition.
4. Select the condition you just added, then select Configuration:
   • Name—Enter a unique name for the condition.
   • Business Type—Enter the business domain of the condition attribute. There are two supported business types: Quote and Sales Item.
   • Attribute—Any business data attribute and business relation attribute on the Quote, Sales Item, Document Header Price Item, and Item Header Price Item. When the approval rule is fired, the attribute value is substituted as the left operand.
   • Search Expression—Define it in case the condition uses an attribute that is not shown in the condition attribute.
   • Operator—Read below.
   • Condition Value—Read below.
   • Secondary Condition Value—Applies only to the price item type attribute. If the administrator selects a price item type, secondary condition value automatically appears in the UI to enable further filtering.
   • Check on Price Item Base Amount—Applies only to the price item type attribute. Select if the user wants to check the base amount. If not selected, the condition is applied to the target amount by default.
   • Condition Source—Applies only to the price item type attribute.
     • 0 for Default (No filtering)
     • 1 for ERP
     • 2 for User Justified
     • 3 for SSC only
     • 4 for both ERP and User Justified.

Condition Value

The value that defines the condition as the right operand. Users can input any value regardless of the type. Moreover, Zilliant CPQ supports a predefined set of constant values via condition environment variables:

• VAR_LOGGED_IN_USER—Defines a signed in user.
• VAR_LOGGED_IN_USER_ROLE—Defines a signed in user role.
• VAR_TODAY—Represent today's date.

For example, a condition with these constant values can define a quote creator as a currently signed in user or a signed in user role.

Operator

Eight types of operators are supported:

• Equal to
• Not equal to
• Greater than
• Greater than or equal to
• Less than
• Less than or equal to
• In
• Not In

Condition attribute range and its supported operators:

Decimal—All of the above.
Integer—All of the above.
Boolean—Equal to; Not equal to; In; Not In.
String—Equal to; Not equal to; In; Not In.
Calendar—Equal to; Not equal to; In; Not In.
Business Relation Attribute—Equal to; Not equal to; In; Not In.

Special conditions

• System Condition—A condition that is applicable to all rules. Common conditions could be defined as system conditions.
• TRUE Condition—A condition with the value that is always true. For example, it can be used in a situation when the product modeler needs to make a specific rule TRUE by default.

Add and configure approval rule

1. From the application left navigation area, select Administration.
2. From Master Data Management, select Approval Rule.
3. Select to add a rule.
4. Select the new rule, then select Configuration:
   • Name—Enter the name for the rule.
   • Rule Status—Define the rule's status. For example, Active.
   • Conditions—Enter the rule's conditions.
   • Approval Gate Flow—Specify the approval gate for this rule. For example, Require approval from sales manager and sales VP.

Add and configure approval gate

1. From the application left navigation area, select Administration.
2. From Master Data Management, select Approval Gate.
3. Select to add approval gate.
4. Select the new approval gate, then select Configuration:
   • Name—Enter the name for this approval gate. For example, Sales VP.
   • Role—Enter the role for this approval gate. For example, ROLE_VP.
   • Approval Gate—Specify the gate for this flow. For example, Require approval from sales manager and sales VP.
   • Script to Execute—Enter the script.