Step By Step
Assignment | |
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Once the Sample request has been created, the Sales rep must submit it for approval. Each GBU has their own rules to assign the samples request to the correct approver | |
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Approver assignment can be done only by clicking the submit for approval button
There are 3 ways to assign the approver to the request : •Automatically assigned by the system following specific criterias •Manually assigned by the user •No assignment – Request automatically approved after clicking submit for approval. All assignment criterias per GBU and specific cases are in appendix | |
Once assigned, the approver can do 4 actions:
•Reassign the request – Click on reassign link •Approve the request – Click on Approve/Reject link •Reject the request – Click on Approve/Reject link •Ask for more information – By clicking need more information checkbox and rejecting the request | |
| EXPLANATION of the steps: | |
•Reassign the request to another approver by clicking on the “Reassign” button.  The following page will be displayed
 The approver needs to select a new approver and clicks on the « Reassign Approval Request » button. | |
•Approve the Request by clicking on the Approve button.
The following page will be displayed 
Once approved, no modification will be allowed after approval. Only the “Additional shipping information” field will be editable by the submitter. If quality is changing, the sample request will have to be cloned and submitted again. If the information has to be changed like the ship to account, only the comment field will be modified. | |
•Reject the request The rejection will be used in 2 cases:
•When the approver wants to reject the request •When the approver will need more information to approve a sample request he /she will have to check the “need more information” checkbox (on the Sample page)
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Approver actions | |
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After having tick the field “Need for more information”, the Approver will click on the “Approve / Reject” button on the related list The following page will be displayed.
The approver will add comments on the approval page in order to specify why he rejects the Sample Request. Then, he will click on the « Reject » button.
The status value of the Sample Request will then be « Rejected » |
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