Managing approval plans

One or more approvals are often required for quotes, depending on the approval rules that are applicable for the quote. In Release 9.2, you can define an approval plan in Sterling Business Center to determine who must approve a quote. The sequence in which the approvals must occur is automatically assigned by the application, based on the order in which the approvers are created in an approval plan.

To manage the approval plan, New Approval Plan and Find Approval Plan have been introduced under the Quotes dashlet.

How it affects you

In Release 9.2, users are allowed to create multiple approval plans for an enterprise. To search for an approval plan that was created in an earlier release using the Applications Manager, use the Find Approval Plan link under the Quotes dashlet.

Migration strategy

None.