Approving or rejecting an agreement

Only direct reps who have been assigned to the Pricing Approvers group by the EQ administrator can approve or reject agreements.

When an agreement has been submitted for approval, you receive a task notification. An orange dot is displayed on the Inbox in the Infor Ming.le top navigation panel when there are unread notifications.

  1. In CPQ Enterprise Quoting, select Agreements in the menu.
  2. Find and open the In Review agreement to approve or reject.
  3. You can update the agreement information if necessary and add comments, but you cannot modify the customer or effective date.
  4. To change the agreement status to either Approved or Rejected, click Change Status.

    After an agreement has been approved or rejected, the agreement becomes read-only; however, you can continue to add comments.