A Sales Manager within the Seller organization can approve contracts.
Procedure
-
Create a user with the Sales Manager role:
-
Open the Organization
Administration Console.
-
Select .
-
The New User wizard launches.
Provide appropriate information for the fields.
Note: On the Details
page, the
Challenge question and
Answer to challenge
question fields display only
if
<OrgAdminConsole ShowChallengeInformation="true" />
has been set in
the
WebSphere Commerce
configuration file.
-
When you have completed the wizard, click OK to create the user and
return to the Organization Administration Console home page.
-
Select .
-
A find dialog displays. Provide search criteria and click Find. A list
of users displays.
-
Select the check box beside the user you want to work with and click
Roles.
-
From the Select organization list, select the seller organization with
which you want to work.
-
From the Role list, select Sales Manager.
-
Click Add. The Sales Manager - Seller Organization combination displays
in the Selected roles list.
-
Click OK to return to the list of users. Note that the
Organization column displays Seller Organization, and
the Role column displays Sales Manager for this
user.
-
Enable the Sales Manager in the Seller Organization to approve contracts:
-
Open the Organization
Administration Console.
-
Select .
-
In the Name field, type Seller Organization and
click Find. The Organizations list displays.
-
Select the check box beside the seller organization and click Approvals.
The Approvals list displays.
-
From the Available approvals list, select Contract Submit
Approvals - Sales Manager and click Add.
-
Click OK.
-
Add the new user to the Contract Approval member group.
-
Select .
-
A find dialog displays. Provide search criteria and click Find. A list
of users displays.
-
Select the check box beside the user you want to work with and click Member
Groups.
-
From the Available member groups list, select the ContractApprovalGroup
entry for the organization, and click Add.
-
Click OK to return to the list of users.
Results
The Sales Manager role can now approve contracts submitted to the Seller
organization.