Setting up approvers for order approval by cost center

To approve orders, a user must be assigned to a role that includes the Order Approver feature element.

  1. Select Application Setup > Roles.
  2. To add the Order Approver feature element to an existing role, click the name of a role. Ensure that you select a role that has the Customer User type. You can also create a new role.
  3. In the Feature Elements section, select these check boxes:
    • Order Approver
    • Send Mail On Order
  4. Click Save.
  5. Select Users > Users.
  6. Click the name of the user who can approve orders, or create a new user.
  7. In the User Roles section, select the check box for the role that you set up in steps 1 through 4.
  8. Click Save.
  9. Select Users > Cost Center.
  10. Click the ID of the cost center.
  11. Ensure that the approver is listed on the Users tab.
  12. Repeat steps 5 through 11 to create additional approvers.