Order approval by user

When you set up order approval by user, you use the Users form to specify the order limit for an individual user and the list of individuals who can approve the user's order. You can set up a single-level approval flow.
Use the Business Center to complete these tasks:.
  1. In the Application Properties form, specify user in the Ordering.Order Approval Flow Mode application property.
  2. In the Roles form, set up a role that you assign to approvers. Ensure that the Order Approver feature element is selected for the role.
  3. In the Users form, assign the role to users who can approve orders.
  4. In the Users form, set up requesters. Set up this information:
    • Order limit. Specify the order limit for the user. If an order exceeds the limit, the user must submit the order for approval. If an order does not exceed the limit, the user can place the order without approval.
    • Approvers. Select the approvers who can reject or approve the user's order.
  5. In the Roles and Users forms, ensure that approvers and requesters are assigned to role with the Send Mail On Order feature element.