The update process of the Order Approval Rules is as follows:
Navigation: Menu > Order Approval Rules App > Listview > Select the Approval Rule > Edit (Pencil Icon)
If user wants to update the already existing Order Approval Rule details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.
Edit Order Approval Rules
| Field name | Description |
| Rule Name | The system automatically shows the Approval Rule name; if user wants to change it, enter the new name of the Order Approval Rule |
| Series | The system automatically takes Series as Order Approval Rules |
| Overdue Bills | The system automatically shows the Overdue Bills count of the customer; if user wants to change the count, enter the count of Overdue Bills in number |
| Overdue Error Message | By default the system shows the previously provided error message; if user wants to change it, enter a message description for Overdue Bills to be displayed in the pop-up notification |
| Outstanding Bills | The system automatically shows the Outstanding Bills count of the customer; if user wants to change the count, enter the count of Outstanding Bills of the customer in number |
| Outstanding Error Message | By default the system shows the previously provided error message; if user wants to change it, enter a message description for Outstanding Bills to be displayed in the pop-up notification |
| Bounce Cheques | The system automatically shows the Bounce Cheques count of the customer; if user wants to change the count, enter the count of Bounce Cheques of the customer in the field |
| Bounce Error Message | By default the system shows the previously provided error message; if user wants to change it, enter a message description for Bounce Cheques to be displayed in the pop-up notification |
| Bounce Tenure | The system automatically shows the Tenure of Bounce Cheques in days; if user wants to change it, enter the number of days for the duration of the bounced cheque period |
| Description | User can comment or enter short notes about the Approval Rules |
Apply the required changes and click on Save.
Updates in Details Portlet
Edit Rule Tag Details
The process to update Rule Tag Details is as follows:
Navigation: Menu > Order Approval Rules App > Listview > Select the Approval Rule > Details Portlet > Rule Tag Details Widget > Edit (Pencil icon)
User can click on “Pencil Icon” button in Rule Tag Details Widget to add new Tags & it shows the labels of included and Excluded Tags. User can select by clicking on the checkbox beside the Tags to Include and Exclude customer Tags.
By default the system displays the Included and Excluded customer Tags; if user wants to update already existing Tags, click on the checkbox beside the Tags to include and Exclude the customer Tags.
Edit Tags
| Field name | Description |
| Included Tags | The system automatically shows the customer Tags that are Included; if user wants to change it, select the LoB by clicking on the checkbox and LoB Tags from the list to Include the Tags. |
| Excluded Tags | The system automatically shows the customer Tags that are Excluded (Not included); if user wants to change it, select the LoB by clicking on the checkbox and LoB Tags from the list to Exclude the Tags. |
Apply the required changes and click on Save.
To Exclude Contacts
Navigation: Menu > Order Approval Rules App > Listview > Select the Approval Rule > Details Portlet > Included Contacts Widget
User can click on the ‘Exclude’ option beside the contact name to exclude the contact
To Include Contacts
Navigation: Menu > Order Approval Rules App > Listview > Select the Approval Rule > Details Portlet > Excluded Contacts Widget
User can click on the ‘Include’ option beside the contact name to Include the contact