How to Approve or Reject a Statement of Work (SOW) Submitted for FINAL Approval

This article provides approvers with the steps necessary to approve or reject a SOW that has been submitted for final approval after the negotiation phase and/or vendor acceptance. This guide was created using Beeline Classic, non-client-specific configuration. Your specific setup is based on your company's configuration/visibility and may vary slightly from what is explained here.

To accept a SOW submitted for final approval:

1. Navigate to your Beeline Enterprise Home screen.
2. In the My To Do quadrant, click the number link located within the alert sentence, “You have # SOW Submitted for Final Approval tasks awaiting action.” A new window with a list of SOWs awaiting final approval displays.
3. Click the Action drop-down arrow next to the specific SOW to be adjusted.
4. Select the View Details option. This opens the SOW – Final Approval screen.

5. Click the SOW name link. This opens the SOW in tabbed view.
6. Review the SOW terms and financials.

7. Click the check mark icon to open the Action tab
8. Click the Approve box.
9. Click Approve in the dialog box to confirm your approval. The system returns to the SOW Profile screen and displays the status, “Pending Project Creation.”
10. Click Return to exit the SOW Profile and return to your Home screen.

To reject a SOW submitted for final approval:

1. Follow steps 1 through 7 as described in the “accept” section above.
2. On the Action tab, click the Reject. The reject dialog box opens.
3. Complete all of the required (*) fields in the dialog box.
4. Click Reject to confirm your action. The screen returns to the SOW Profile screen and resets the status to, “Client Negotiation.”
5. Click Return to exit the SOW Profile and return to your Home screen.