Submitting and Approving Change Requests

Depending on the approval process that your organization has chosen, you can submit contract change requests for approval and approve them on the Approval Request page. The approval process in your Salesforce OrgClosed Salesforce organization might differ from the steps described in this section.

Note:

If you want to use an approval process for change requests, select the Contract Change Request Use Approvals field in the Billing Central Settings custom setting. See Contract Change Request Use Approvals.

To submit a contract change request for approval:

  1. Display the change request in the Billing Contract Detail page.
  2. Then:
    • In Lightning Experience, click Submit for Approval. Enter any comments you want to make then click Submit.
    • In Classic, click Submit for Approval in the Approval History related list. Click OK to confirm the message and proceed.
    • On the enhanced Billing Contract Detail page, click Submit for Approval. On the Approvals page, click Submit for Approval then confirm the message to proceed.
  3. Depending on the approval process in your Salesforce Org, there might now be other steps for you to complete.

To approve or reject a submitted change request, click the link in the approval notification if you received one then click Approve or Reject as appropriate. Alternatively:

  1. Display the change request in the Billing Contract Detail page.
  2. Then:
    • In Lightning Experience, go to the Approval History related list and click Approve or Reject as appropriate.
    • In Classic, click the Approve / Reject link in the Approval History related list, then click Approve or Reject as appropriate.
    • On the enhanced Billing Contract Detail page, click View Approval History to open the Approval History related list. Click the Approve / Reject link, then click Approve or Reject as appropriate.