Document Approvals - 2 Step Approval

Jonathan2708

Hi,

I'm trying to setup document approvals for purchase orders for a particular scenario but am having difficulty getting the configuration right. My task is to setup a 2 stage approval, so that all orders are approved by one person, and then if the order value is above 1000 then it needs to go to a second person for second approval. Is this possible out of the box?

Any help appreciated,

Jonathan

rajatkalia

HI Jonathan,

Yes that is possible, lets say, user A makes the document and User B approves them. User B can approve only till 1000 value and then User C approves them. In that case, in the approval user setup, User A under User ID and User B under Approver ID. Specify the Approval limit. in the next line, specify User B under user ID and User C under Approver ID.

Make a Approval template and enable it.

Hope this answers your query


Regards,
Rajat.

Jonathan2708

Many thanks Rajat, I shall give it a try over the weekend.

Jonathan