Capabilities Summary (Approval Workflow)

Capabilities

Approval workflow is available for following types:
- Price List
- Live Price List item
- Quote
- Rebate Agreement
- Rebate Record
- Promotion Agreement
- Custom Form
Approval workflow can have any number of approval steps.
Step:
- Can be conditional:
  - Based on math and logical expression
  - Based on data lookup
- Can be of type:
  - Approver
  - Watcher
- Can have one or more:
  - Users
  - User Groups

Audience

Technical Admin – Installs the accelerator and makes the initial setup.
Business Admin (likely Pricing, Sales, or Finance Manager) – Sets up the rules in Company Parameters.
Business User – Uses the system, e.g. submitters, approvers.

User Stories

Approval Level Definition

I want to define the number of approval levels for approvable documents (Quote, Price List, Price Grid, Rebate Agreement, Rebate Records),
so I can create a centralized approval process defined by the roles of my team.

Approver & Watcher Definition

I want to define approvers and/or watchers for each approval level. This can be specific to a user or user group.
So I can empower the appropriate users to review price lists or deals and approve/deny them.

Approval Level Conditions

I want to define condition(s) for each approval level,
so I can direct quotes / price lists to the right role for their review and approve/reject decision based on their empowerment levels.