Legacy platform

Disabling a delegate user from approving or rejecting a quote

In Sterling Field Sales, as a quote approver you can disable a delegate user, who approves or rejects a quote on your behalf, during or after the specified delegation period.

About this task

Procedure

  1. Log in to Sterling™ Field Sales.
  2. Click User Preferences, and then click Preferences.
  3. The Preferences dialog box is displayed. Select the Disable Delegation check box.
    The Disable Delegation check box is available only if the user has specified a delegate user.
    Note: The quotes that are pending approval or rejection with the delegated user, cannot be transferred to the you, even after you disable the delegation to a user.
  4. Click Save.

Results

The delegate user specified for the current delegation period can no longer approve or reject the quote.