Approve an approval request for a quote

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Review and approve or reject a quote advanced approval request that is routed to you as part of an advanced approval workflow.

    Antes de Iniciar

    Advanced Approval Management must be installed to approve a quote advanced approval request.

    Role required: sn_adv_appr_mgmt.approval_request_approver

    Por Que e Quando Desempenhar Esta Tarefa

    You can approve a quote advanced approval request from several locations:
    • A quote.
    • Your approval entry on the quote.
    • My Approvals.
    • Approval notification email.
    • My Tasks in Now Mobile.
    This task describes how to approve a request directly from a quote.

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace
    2. Select the List iconList icon.
    3. Navigate to Quotes > All.
    4. Select the quote that contains the advanced approval request.
    5. Select the Approvals tab.
    6. Locate the approval step assigned to you.
    7. From your approval box, select the ellipsis menu, then select Approve or Reject.
      1. If you select Approve, then enter comments (if needed) and select Approve to confirm.
      2. If you select Reject, then enter a comment explaining the reason for rejection and select Reject to confirm.

    Resultado

    If approved, your decision is recorded for the quote approval step, and the approval workflow continues based on the configured sequencing.

    If rejected, the approval request is marked as rejected and the quote is returned for further review or updates, based on the configured approval process.