Capabilities Summary (Approval Workflow)
- Ondřej Tesař
Analytics
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.