---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Advanced Approval Management

# Configuring Advanced Approval Management {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Install the Advanced Approval Management application to build workflows that automate the approval process for Sales and Order Management entities such as customer quotes.

## Advanced Approval Management configuration overview {#configuring-advanced-approval-management__cf-config-parent-checklist}

1. [Install Advanced Approval Management](https://servicenow-prod.fluidtopics.net/D9Z5p0PloHToIkWIiRrxVg "You can install the Advanced Approval Management application (sn_adv_appr_mgmt) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.").

   You can install the Advanced Approval Management application (sn_adv_appr_mgmt) if you have the admin role.  
   Hinweis:  
   The plugin for the Sales and Order Management application for which you are creating workflows, such as Quote Management, must also be installed.
2. [Create an approval configuration](https://servicenow-prod.fluidtopics.net/tzCdwjvofm5JQwN2TBP_RA "Create an approval configuration for a Sales and Order Management entity, such as quotes. An approval configuration contains the elements that you define to automate approval workflows: conditions that trigger approval workflows, approval rules, approval chains, and approval users and groups.")

   Create an approval configuration for a Sales and Order Management entity, such as quotes. An approval configuration contains the approval elements that you define to automate approval workflows: conditions that trigger approval workflows,
   approval rules, approval chains, and approval users and groups.
3. [Create conditions that trigger approval workflows](https://servicenow-prod.fluidtopics.net/R6r9V0aA68KtygOaafBKLQ "Define one or more conditions that apply company policies, such as legal guidelines or pricing rules, to trigger an approval workflow. Also enable the smart reapprovals feature, which allows previous approvals to be used for a resubmitted approval.").

   Define one or more conditions that apply company policies, such as legal or pricing guidelines, to trigger an approval workflow. Also enable the smart reapprovals feature, which
   allows previous approvals to be used for a resubmitted approval.
4. [Create approval rules](https://servicenow-prod.fluidtopics.net/_OC2PnOo7Q6swpQjERxe7g "Define rules for approval workflows. Approval rules contain information about the functional approvers for the workflow, such as a Finance Manager or Operations Manager. Associate approvers with the appropriate approval trigger conditions.").

   Create approval rules that define the approval criteria and approvers for an approval step.
5. [Create approval chains](https://servicenow-prod.fluidtopics.net/PUD~y3NtHQOwAHn0ZedmdA "Optionally create approval chains that control the sequence in which two or more approval rules (steps) are run.").

   Optionally create approval chains that control the sequence in which two or more approvals are run.
6. [Define an approval user](https://servicenow-prod.fluidtopics.net/UDyAqViHoDmSrK606gz_6w "Define an approver in Advanced Approval Management and the associated approval rule that they review during the approval process.").

   Define the approver and the associated approval rule that they review during the approval process.

   [Define an approval group](https://servicenow-prod.fluidtopics.net/Hw9ZM3na9NDO4N0FsH4RFA "Define the approval group, such as a contract or finance group, and the associated approval rule that they review during the approval process.").

   Define the group that can approve requests for a specified approval rule.

{#configuring-advanced-approval-management__cf-config-parent-tasks-ol}  
Hinweis:  
System notifications are used to deliver approval status to requesters and inform approvers of approval rejections. You can use these notifications and customize them if needed. For more information, see [Notifications in Advanced Approval Management](https://servicenow-prod.fluidtopics.net/VByo~sjfsBOtLKROqFFr3g "In Advanced Approval Management, as an approval request moves through the approval process, notifications about the status of the approval request are sent automatically to approval requesters and approvers.").