Updating terms and conditions if approval is required

If a term and condition has a category that requires approval of updates, you will need to use an action to request the update once they're complete. The term and condition will be routed for approval via Lawson Process Server.

Update terms and conditions if approval is required

  1. Access the term and condition you need to update.
  2. If the category on the term and condition requires approval for updates, the fields for term and condition text and attachments will be display only.
  3. Select the Update Term And Condition button.
  4. Make changes to the description in the New Description text box. When your changes are complete, select OK.

    The Terms and Conditions form displays text next to the Status field "An approval request exists and is ready to be submitted."

  5. To review the changes to the term and condition, select the View link.

    The new description will appear with redlining to help identify the changes you made.

  6. Submit the change for approval. Select Actions > Request Approval.

    Once you select Request Approval, the status will change to Pending Approval.

    View details of the approval process on the Approval Requests tab.

    If the Term and Condition is approved by all approvers, the status is set to Approved and the updated term and condition becomes the current term and condition. Any comments that were entered for the approval will show in the details for the approval request.

    If a approval request is rejected, the approval request will show as Rejected, the term and condition text is not changed. A comment is required to be entered for a rejection, and will display on the approval request details.

  7. Optional. If you need to remove the term and condition change from the approval process, select Actions > Withdraw Request to remove.