Approve or reject a contract

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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.
    2. Select a contract in the Requested state.
    3. 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 Workspace or 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 Workspace or Enterprise Asset Workspace, set the State field to Rejected.
    4. Click Update (core UI) or Save (Hardware Asset Workspace and 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.