Customer Order "Approval" Eligibility

The following settings must also be configured for a user to be able to approve customer orders:

• The "Approval is Necessary" box must be checked on the Workflow Preferences tab in the Location Details screen for the issuing location.
• The application user must have User Group access to the "Approve" control for Customer Orders.
• The Customer record must be linked to a Location Department.
• The Application User record must:

• be linked to the Customer that placed the order.
• be linked to the Location Department for the Customer.
• have the "Approval Authority" box checked for that department.
• have an "Approval Limit" equal to or greater than the order total.