---
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

# Advanced Approval Management {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

The Advanced Approval Management application enables you to define workflows for approving Sales and Order Management entities, such as customer quotes, in your sales organization.{#explore-advanced-approval-for-sales__ph_mqk_cwz_m3c}

## Advanced Approval Management overview {#explore-advanced-approval-for-sales__cf-exploring-parent-overview}

Sales agents use workflows created by approval admins in Advanced Approval Management to preview and submit approval requests for entities such as quotes. Authorized approvers review approval requests to verify that the items meet legal guidelines and company pricing
policies. They can either approve or requests. These workflows provide oversight of the approval process, which helps prevent financial errors and delays in approvals, particularly for high-value or high-risk deals. During the
approval process, sales agents and approvers receive notifications informing them of the approval status and approval tasks.

## Advanced Approval Management users {#explore-advanced-approval-for-sales__cf-exploring-parent-users}

{#explore-advanced-approval-for-sales__table_mmc_stx_zhc__entry__2}

| User | Description |
|-|-|
| Approval rule admin, approval rule writer (For example, sales or business operation managers) | Creates approval configurations for Sales and Order Management entities, approval chains, approval trigger conditions, approval rules, approval users, and approval groups. |
| Approval rule viewer (For example, business stakeholders, operations managers) | Views approval entities, approval chains, approval trigger conditions, approval rules, approval users, and approval groups. |
| Approval requester (For example, sales representatives) | Creates, previews, and submits approval requests for entities, such as quotes. Tracks status, recalls approval requests if needed, and views approval history. |
| Approvers (For example, members of Sales, Finance, and Legal teams) | Reviews, approves or rejects, and delegates approval requests. Can act on requests using different notification channels, such as email, CSM Configurable Workspace, and approval centers. |
| Approval request viewer | Views approval requests and approval steps. |
[Tabelle : 1. Users in Advanced Approval Management]

{#explore-advanced-approval-for-sales__table_mmc_stx_zhc} For a complete list of user roles, see [Components installed with Advanced Approval Management](https://servicenow-prod.fluidtopics.net/3Olh19m1GU_jbcSKwvXsgA "Several types of components are installed with activation of the Advanced Approval Management plugin, including tables and user roles.").

## Advanced Approval Management workflow {#explore-advanced-approval-for-sales__cf-exploring-parent-workflow}

This section describes the tasks involved in configuring and using Advanced Approval Management.  
1. As an approval rule admin or writer, create an approval configuration for a Sales and Order Management entity, such as quotes.
2. Build approval workflows by creating:
   * An approval configuration for an entity such as quotes
   * Conditions that trigger the rules in the workflow
   * Approval rules that control the steps in the workflow
   * Approval chains for organizing workflow steps and the type of approval work
   * Approval users and groups
   {#explore-advanced-approval-for-sales__ul_gqf_5t2_j3c}
3. As a sales rep, submit and preview an approval request before the approval engine sends it to authorized approvers.
4. Monitor and track the approval process using the advanced approval interface.
5. As an approver, review and either accept or reject an approval request based on conditions and rules.
6. As a sales rep, update rejected requests and resubmit the request.
7. As a sales rep, when the request is approved, proceed with the transaction.
{#explore-advanced-approval-for-sales__cf-exploring-parent-workflow-ol}

## Advanced Approval Management benefits {#explore-advanced-approval-for-sales__cf-exploring-parent-benefits}

{#explore-advanced-approval-for-sales__table_pmc_stx_zhc__entry__3}

| Benefit | Feature | Users |
|-|-|-|
| Build and automate workflows that can handle sequential or parallel approvals or a combination of both | [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.") and [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.") | Approval admins |
| Enforce financial and legal guidelines particularly for high-value deals to reduce financial and legal risk | [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.") | Approval admins and approvers |
| Gain visibility into the rules, steps, and approvers before submitting a request | [Submitting approval requests](https://servicenow-prod.fluidtopics.net/Zy~710iP_DwWDGDhHjiLwA "As a requester with the approval request writer role, when you submit your item for approval, you preview it, then request approval. You can also recall a request if you need to make changes or update a request if it was rejected, then resubmit it for approval.") | Requesters |
| Monitor approval workflow and status | [Tracking approval status and history](https://servicenow-prod.fluidtopics.net/U9tesqmz~gBNLSobsQ8VcA "Monitor the progress of an approval request as it moves through the steps in an approval workflow.") | Requesters, approvers, and business stakeholders |
[Tabelle : 2. Advanced Approval Management benefits]

{#explore-advanced-approval-for-sales__table_pmc_stx_zhc}

## What to explore next {#explore-advanced-approval-for-sales__cf-exploring-parent-links}

To learn more about configuring and using Advanced Approval Management, see:

* [Configuring Advanced Approval Management](https://servicenow-prod.fluidtopics.net/dXE1I4bBdPMCtr~gLh9Lsg "Install the Advanced Approval Management application to build workflows that automate the approval process for Sales and Order Management entities such as customer quotes.")
* [Using Advanced Approval Management](https://servicenow-prod.fluidtopics.net/1H3JudYkga1fu3Em_Guw5A "Sales teams can use workflows for approving Sales and Order Management entities such as customer quotes. Workflows begin with approval requests submitted by sales agents, which are then routed for approval by designated approvers.")
* [Components installed with Advanced Approval Management](https://servicenow-prod.fluidtopics.net/3Olh19m1GU_jbcSKwvXsgA "Several types of components are installed with activation of the Advanced Approval Management plugin, including tables and user roles.")
{#explore-advanced-approval-for-sales__ul_qmc_stx_zhc}