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  • Modify the Approval Step Label to a more meaningful name (ie. Check Rebate %)

  • Provide a Reason Description (ie. Validation of rebate percentages)

  • 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. Rebate % Review)

  • Create Rebate Agreement Conditional:

    • Condition Object (Header or line item value)

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

    • Values

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Preview Workflow

After completing the workflow strategy, we proceed with the Preview step that will identify all of the Company Parameter tables that will be modified. For the Rebate Agreement it will appear as:

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