Enterprise Buyer 2.0 Desktop Edition Help

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Shopping Cart Approval Map

A workflow map can be used to display:

The map shows each of the steps (or workflow nodes) through which the Shopping Cart: 


Workflow Map

Below a brief line identifying the Shopping Cart, the browser displays a workflow map showing each of the steps (or workflow nodes) through which the Shopping Cart has passed or must pass before eventual approval.

Each node contains:

 

 
  Approved

 

Approved

 


  Approval pending

 

Action Pending

 


  Approval suspended

 

Action Suspended

 


  Rejected

 

Rejected

 


  The selection has not been received for approval

 

The designated Approver or Reviewer has not yet received the Shopping Cart   

 


Workflow Preview

After you have created a Shopping Cart, and prior to submitting it, you may want to preview the approval process through which your Shopping Cart must pass before a Order is created.

Click approval preview, in the rows of links above the row of buttons, on the Shopping Cart page.

Below a brief line of information, identifying the Shopping Cart, the browser displays a workflow map showing each of the steps (or workflow nodes) through which the Shopping Cart must pass before eventual approval.

You may:

Click [Close] to leave the log and return to the Shopping  Cart list.   


Workflow Status

Click in any row of a Shopping Cart List.

Below a brief line of information, identifying the Shopping Cart, the browser displays a workflow map. Depending on the current status of the Shopping Cart, all of the steps (or workflow nodes) shown may been completed, or some of them may still be required before eventual approval.

You cannot change any of the approvals (or rejections) recorded here, nor can you cause or request any other actions to be taken on a Shopping Cart.

Click [Close] to leave the log and return to the Shopping  Cart list.

If, after viewing a Shopping Cart - Approval Preview, you want to edit, cancel or initiate some other action on a Shopping Cart, you must: 


Adding an Approver

  1. Click [Add Approver]

    Enterprise Buyer 2.0 Desktop Edition displays the Add Approver dialog box:

  2. Click beside the Name text box.

  3. Use the large list search pop-up window to search for and select the name of the approver you wish to add to the workflow.

  4. Click a radio button to place the ad hoc Approver in the workflow, before, after or in parallel with your designated Approver:

    Before
    After
    Parallel

    When one button is clicked, the other two are automatically cleared.

  5. Click:

    [Save] to save your selection

    [Cancel] to discard the selection
       


Adding a Reviewer

  1. Click [Add Reviewer]

    Enterprise Buyer 2.0 Desktop Edition displays the Add Approver dialog box:

  2. Click beside the Name text box.

  3. Use the large list pop-up window to search for and select the name of the reviewer you wish to add to the workflow.

  4. Click:

    [Save] to save your selection

    [Cancel] to discard the selection


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