Submit a quote for advanced approval

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Submit a quote for advanced approval to route it to required approvers before sharing it with a customer.

    Vorbereitungen

    Advanced Approval Management must be installed to submit a quote for advanced approval.

    Role required: sn_adv_appr_mgmt.approval_request_writer

    Prozedur

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List Icon.
    3. Navigate to Quotes > All.
    4. Select the quote that you want to submit for approval.
    5. Select Submit for approval.
    6. In the Preview and request dialog, review the required approvals and their sequence.
    7. In Message to approvers field, enter comments for the approvers.
    8. Select Request Approval.
    9. If you need to make changes while the quote is in review, select Recall approval request to cancel pending approvals and return the quote to the Draft state.

    Ergebnisse

    The quote is submitted for approval and enters the In Review state. Approval requests are generated based on configured approval rules and sequencing.