Sales Prices

Sales Price Margin Approval Workflow

• Navigate to Approved Item Sales Margins.

• Set up all specific rules required such as below example.

• Navigate to Workflow Templates.

• Select Sales Price Margin Approval Workflow.

• Click on New.

• Click on New Workflow from Template.

• 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).

• 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.