Capabilities
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Approval workflow is available for following types:
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Price List
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Live Price List item
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Quote
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Rebate Agreement
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Rebate Record
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Promotion Agreement
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Custom Form
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Approval workflow can have any number of approval steps.
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Step:
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Can be conditional:
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Based on math and logical expression
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Based on data lookup
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Can be of type:
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Approver
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Watcher
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Can have one or more:
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Users
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User Groups
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Audience
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Technical Admin – Installs the accelerator and makes the initial setup.
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Business Admin (likely Pricing, Sales, or Finance Manager) – Sets up the rules in Company Parameters.
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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.