Approve or reject a contract

You can can approve or reject a contract if you are the contract manager.

Before you begin

Role required: contract_manager or admin

Procedure

  1. Navigate to Contract Management > My Approvals.
  2. Select a contract in Requested state.
  3. Perform one of the following tasks.
    OptionDescription
    Approve the contract Click Approve. The contract Substate changes to Approved.
    Reject the contract Click Reject and enter a rejection reason in the Comments field. The contract Substate changes to Rejected
  4. Click Update.
    • A contract with a State of Draft and a Start Date set in the future is kept in Draft until the start date is reached. If the contract has a Substate of Approved, the system changes the State to Active and removes the Substate value.
    • When a contract with a State of Draft and a Start Date set to a date in the past is approved, the contract State is automatically set to Active and Substate is left blank.