Subsequent reviews of purchase contracts
- 4 min.
For ongoing purchase contracts, the subsequent review cycle begins automatically on the Next Review Date. The Purchase Contracts page shows an overview of the dates, and this can be adjusted in each Purchase Contracts card.
It is possible to start a review cycle on demand before the due date. From the Purchase Contracts page, select the relevant purchase contract line, and then use the Start Review action.
Note
Using the Start Review Batch action, you can apply filters such as Next Review Date or Approver ID, and then start an on demand review process for all matching purchase contracts.
When the review is due
Once a review has started automatically, or on demand as outlined above, the task will appear in the reviewer's Web Approval Portal. The reviewer simply opens the review task to enter Comments and then use the Submit Review action.
If the reviewer uses Business Central, the Role Center shows a Review Due in the Purchase Contracts CueGroup. This opens the relevant Purchase Contract card, in which the reviewer can enter Comments in the Review FastTab before using the Submit Review action.
Return, cancel or finish review
Once a reviewer has submitted a review, this appears on the approval administrator's Role Center on the Review Submitted cue in the Purchase Contracts CueGroup.
If the review needs more details, you can use the Return to Reviewer action to move the process backwards one step.
If the review process has resulted in a decision to cancel the associated subscription or service, you can use the Cancel Review action. You can then disable auto approval for the purchase contract to keep the comments and expense history, or delete the purchase contract altogether from the list on the main Purchase Contracts page.
Otherwise, you can make any necessary changes to the approval, price or review settings, and then use the Finish Review action to continue the purchase contract for another review period. As the review is finished, the status for the purchase contract will return to blank until the next review is due.
Purchase contract archive
You can access a full history of the review steps and comments for each purchase contract. From the purchase contract card, use the Contract action, and then choose Archive History.
The list shows the purchase contract at the different stages, and comments can be viewed by opening each line from the purchase contract number.
