You can write approval rules on the Budget Approval Rules tab of program, project, and invoice templates to streamline the approval process. Define rules to automatically approve budget and invoice line items using the rule builder. Each time a line item is added or edited, Unica Marketing Operations checks it against the approval conditions set in the program, project, or invoice template. If the line item meets the conditions, then it will trigger an approval process. If the line item change does not meet the conditions, it will be automatically approved.
For more information on the approval process, see the Unica Marketing Operations User's Guide.
If you do not write any rules, Unica Marketing Operations will not require any approvals and functions as it did prior to version 8.5.0.
Program Template: Program Owner and Account Owner
Project Template: Project Owner and Account Owner
Invoice Template: Invoice Owner and Account Owner
IBM Unica Marketing Operations
8.5.0
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