Disapproving/Cancelling a deal approval

Disapproving/Cancelling a deal approval

Document number: 18911

Disapproving a deal document is the same process as approving the deal document. If you are a specified approver and receive a notification that your review and approval of a deal document are necessary. Proceed to the database and open the deal document in edit mode.

Cancelling a deal document is the same process as approving the document at the CE level. However, the CE will choose the "no" sign instead of the thumbs-up. Cancelling a deal can only happen at the CE level. Cancelling a deal has the same effect on the deal as a disapproval.

If you would not like this document/deal to continue with the approval process and not continue to be presented to the customer, you will disapprove the document. However- VERY IMPORTANT- when a deal is disapproved, it cannot be edited and cannot be modified in any way. If you have comments to make on the deal, and you do not want to approve it, be sure to communicate with the CE so they can make changes. If the deal is disapproved/cancelled, the CE will need to manually re-enter the entire deal.