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service contracts approval

Discussion in 'Oracle CRM' started by Bharat, May 4, 2012.

  1. Bharat

    Bharat Community Moderator Forum Guru

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    Hi all,

    I have created one service contracts at application level and then checkQA also done on it. That was finished successfully. But whenever Iam trying to approve it the status remains 'Entered' and negotiation status at 'Pending Internal Approval'. Can I know how to change the status from entered to active. What is the flow to approve it or make active that service contract. I have attached screenshot here about that error for my service contracts. Please help me on this issue.
     

    Attached Files:

  2. Bharat

    Bharat Community Moderator Forum Guru

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    Hi all,

    Renewal was working fine when the contract is in active state. But whenever we are creating new one the problem persists, because when we renew we no need to change the status. Here when we are creating new contract what should be the status updates at each level. Please share some doc's if there on service contracts topic.
     
  3. Ramji

    Ramji Forum Guru

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    Bharat,

    Do you have the Oracle Student Guide?
    cheers
    Ramji
     
  4. Bharat

    Bharat Community Moderator Forum Guru

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    Hi ramji,

    No bhai, Iam not having anything like that. But somehow referred user guide, but I didn't got any help from that.
     
  5. Ramji

    Ramji Forum Guru

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    I will upload for you tonight.
    cheers
    Ramji
     
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  6. Bharat

    Bharat Community Moderator Forum Guru

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    Hi all,

    We need to grant AME roles and then check which approver is there to approve service contracts using "Approvals Management Business Analyst" responsibility and then ask that user to approve those service contracts and then sign the contracts who submitted approval for approver. After signing the contract status goes to "Active" and negotiation status to "Complete".
     
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  7. uday590

    uday590 Active Member

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    I am also getting the same error and
    in the AME responsibility i am we are not having any opptions

    Plz help me..??
     
  8. Bharat

    Bharat Community Moderator Forum Guru

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    No records under AME for Service Contracts ?
     
  9. uday590

    uday590 Active Member

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    Yes Bharat,

    I need how to approve the contract and make it as active.
     
  10. uday590

    uday590 Active Member

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    Hi Bharat,

    If you have some documents on service contract please send it to me..

    Regards,
    Uday.
     
  11. Bharat

    Bharat Community Moderator Forum Guru

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    Hi Uday,

    I had followed User Guide. No other document with me. If you want that user guide you can get it from documents section.
    CRM Documents List

    Here not only user guides, you can get lot many documents on service contracts and other stuff. Please go through them.