The customer approval workflow is created in the template setup under the sales and marketing header. The setup involves setting the type of approval and approval groups.
Once the workflow is activated, the customer is created and sent for approval. The customer cannot be used on any sales order unless it is approved.
Vendor Approval Workflow
The vendor approval workflow is created in the template setup under the Procurement and Sourcing header. The setup involves setting the type of approval and approval groups.
Once the workflow is activated, the vendor is created and sent for approval. The vendor cannot be used on any purchase order unless it is approved.
Item Approval Workflow
The item approval workflow is created in the template setup under the Product management header. The setup involves setting the type of approval and approval groups.
Once the workflow is activated, the item is created and sent for approval. The item cannot be used for any transactions unless it is approved. The approval is also required in case any changes are made to the item.
