Nova Approve or reject a pricing exception
Work the queue of quotes and invoices held for approval because of a low margin, a big discount or a hand-typed price, and approve or reject each one with a note.
In the sidebar, open Sales & Billing, then Approvals, then Pricing Approvals. The page address is /settings/org/billing/approvals. The page is titled Commercial Approval Operations.
Before you start
- Items land here because of the rules on Price Approval Rules. See Set approval and override rules for pricing for how they get set.
- Seeing the queue needs the approval queue permission. Approving and rejecting each need their own permission, and a rule can name a specific permission its approvers must hold.
Steps
- Read the list. Each row shows the Request (the document number and what triggered it), the Trigger, its Status (Required, Pending, Approved or Rejected) and when it was Updated.
- Under Filters, set Status to Pending to see only what is waiting on you.
- Press the row. A panel opens titled with the request.
- Read the details: Document, Reason code, Override target (which field was changed), whether it is Blocking the document, Requested and Reviewed times, and the Resolved sell price and Resolved cost so you can judge the margin.
- Type your reasoning in Note. It is saved with whatever you do next.
- Press Approve to let the document go ahead. Nova shows Approval item approved. Or press Reject to send it back; Nova shows Approval item rejected.
What you see
- Request review appears on an item whose Status is Required or Rejected. The person who made the change presses it to put the item in front of the approvers; the status becomes Pending and Nova shows Approval request submitted.
- Save review note keeps your Note without deciding, so another approver can read it. Nova shows Approval review note saved.
- Blocking reads Yes when the document cannot be sent or paid until this item is approved.
- Type a document number in Search approval queue to find one item.
If something looks different
- Approve or Reject is missing: your role does not have that permission, or the rule that created the item asks for a permission you do not hold. The Review permissions line in the panel names it.
- The list says no approval items are waiting: nothing is held right now.