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--- contract_approval_elevation_rules [2019/04/02 13:10] – created adam.brusselback
+++ contract_approval_elevation_rules [2025/02/12 17:43] (current) – tina.robles
@@ Line 1: / Line 1: @@
 **__Contract Approval Elevation Rules__**
-Multiple approval elevation levels can be created, and each level can have its own max rate, max percent, or min price for each quantity range.
+Multi-Tiered Approval Elevation System:
+The contract management system supports a sophisticated, multi-level approval elevation structure:
+Multiple Approval Tiers:
+  * The system accommodates various levels of approval authority
+  * Each tier can be customized to reflect different organizational hierarchies or approval requirements
+Tier-Specific Thresholds: For each approval level, customizable parameters can be established, including:
+  * Maximum rate
+  * Maximum percentage
+  * Minimum price
+Quantity Range Specificity:
+  * These thresholds can be further refined based on specific quantity ranges
+  * This allows for granular control over approval requirements based on contract volume or scale
+This tiered system enables:
+  * Precise control over approval workflows
+  * Alignment of approval authority with contract value or complexity
+  * Efficient routing of contracts to appropriate decision-makers based on predefined criteria
 Each approval elevation level can be tied to specific spots in the approval hierarchy.
 -----
-When creating an approval elevation level, the following must be specified:
+Configuring Approval Elevation Levels:
-  * For the entire level, is the quantity threshold going to use the estimated quantity on a per-product, or per-contract basis?
+When establishing an approval elevation level, the following parameters must be defined:
-  * For each (or all) product(s), what UOM the following options will be specified in:
-    * Quantity range
-      * Max rate numeric for this specific quantity range - This one covers fixed rate $ contracts only
-      * Minimum price for this specific quantity range - This one covers fixed price $ contracts only
-      * Max rate percent for this specific quantity range - This one covers fixed rate % contracts only
-There can be as many non-overlapping quantity ranges per-product as necessary. One or more of the max rate numeric, max rate percent, or min price can be specified.
+Quantity Threshold Basis:
+  * Specify whether the quantity threshold applies on a per-product or per-contract basis for the entire level
-If a product is on a contract for a type that is not specified, the entire contract will not auto approve.
+Product-Specific Parameters: For each product (or globally), define:
+  * Unit of Measure (UOM) for subsequent specifications
+  * Quantity range parameters
+  * Threshold values within each quantity range: Maximum rate (numeric) - Applicable to fixed rate $ contracts, Minimum price - Applicable to fixed price $ contracts, Maximum rate (percentage) - Applicable to fixed rate % contracts
-Any contract with lumpsums will not auto approve.
+Additional Configuration Details:
+  * Multiple non-overlapping quantity ranges can be specified per product as needed
+  * One or more threshold values (max rate numeric, max rate percent, or min price) can be defined for each range
+Automatic Approval Restrictions:
+  * Contracts containing products with undefined threshold types will not qualify for automatic approval
+  * Contracts including lump sum items are excluded from automatic approval processes
-Example of Minimum Price Approval Elevation Rules:
-{{:pasted:20190402-095952.png}}
+Example of Minimum Price Approval Elevation Rules:
+{{:pasted:20190402-133316.png}}

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