Approve or reject a contract

If you are the contract manager, you can approve or reject a contract.

Before you begin

Role required: admin, contract_manager(core UI and Hardware Asset Workspace only), sn_eam.enterprise_admin (Enterprise Asset Workspace only), or sn_eam.enterprise_asset_manager (Enterprise Asset Workspace only)

Procedure

1. Open the list of contract and contract renewal requests.

   • If you are using the core UI, navigate to All > Contract > My Approvals.
   • If you are using the Hardware Asset Workspace, open the Contract management view and then select the My approvals tab.
   • If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the My contract approvals tab.
   • Select a contract in the Requested state.

2. Approve or reject the contract.

   • Approve the contract.
     • To approve the contract in the core UI, click Approve. The contract Substate changes to Approved.
     • To approve the contract in the Hardware Asset Workspaceor Enterprise Asset Workspace, set the State field to Approved.
   • Reject the contract.
     • To reject the contract in the core UI, click Reject and enter a rejection reason in the Comments field. The contract Substate changes to Rejected.
     • To reject the contract in the Hardware Asset Workspaceor Enterprise Asset Workspace, set the State field to Rejected.

   • Click Update (core UI) or Save (Hardware Asset Workspaceand Enterprise Asset Workspace).

   • A contract with the state set to Draft and a start date set in the future is kept in Draft until the start date is reached. If the contract has a Substate of Approved, the system changes the State to Active and removes the Substate value.

   • When a contract with a State of Draft and a Start Date set to a date in the past is approved, the contract State is automatically set to Active and Substate is left blank.

Parent Topic:Send the contract for approval

Related topics

Contract approval flow