Sales Price Margin Approval Workflow

  • Navigate to Approved Item Sales Margins
  • Set up all specific rules required such as below example
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  • Navigate to Workflow Templates
  • Select Sales Price Margin Approval Workflow
  • Click on New
  • Click on New Workflow from Template
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  • Capture desired conditions such as who the approver should be

Test Instructions

  • Navigate to General Journals
  • Create new order
  • Populate accordingly
  • Attempt to Release the Order
  • Verify the system displays the message:
     “This document can only be released when the approval process is complete.”
  • Send for Approval
  • Click on Send Approval Request to initiate the approval process.
  • Confirm that the Status changes to Pending Approval.
  • Take note of two additional fields: Margin % and Below Margin, which assist the approver in quickly reviewing the margin on the line(s).
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  • approver notification: Verify that the approver receives a notification about the approval request.
  • approval process: Simulate or allow the approver to approve the request.
  • confirm release: Ensure the Status of the budget changes to Released after approval is granted.