Routing In Progress Deals to New Approvers

Routing In Progress Deals to New Approvers

Document number: 18942

Symptom:

“In Progress” deals show the original approver, not the new approver.

Cause:

Deal approvers for a theater may change due to region or routing configuration changes, attrition, promotions, transfers, extended vacation, etc. When this occurs, the deal region configuration (approver list) needs to be modified by the application configuration managers to route all future deals for that region to the new approvers. However, all “In Progress” deals will still show the original approver.

Resolution:

Client Executive/Deal Owner: follow the steps below to route the deal to a new approver. This process will not affect the approval status of subsequent approvals.

The routing configuration must be modified prior to routing to a new approver.

Select the deal from My Deals (Submitted).
Select Edit.
Select Save (or Save & Exit). This saves the new approval list (region configuration) information to the existing “In Process” deal.

If you selected Save & Exit, you will need to select the deal again from My Deals (Submitted) and select Edit.

Select Approvals.
Select the new approver from the list of approvers provided. In some cases, the new approver will already be listed at this point. This will occur once the approver is listed if the original approver was removed.
Select Save & Exit.