Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Modify the Approval Step Label to a more meaningful name (ie. 1st Level Pricelist Approval)

  • Provide a Reason Description (ie. Approval needed by Price Analysst)

  • Select Watch option and Minimum number of Approvers

  • Select the Approvers via one of these methods:

    • By Username

    • By User Group

    • By Role

  • Define name of Condition (ie. Test Quote > $50k)

  • Create Quote Price List Conditional:

    • Condition Object (Header or line item value)

    • Relational Operator (>,=, <, etc.)

    • Values

...