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- Approval By User - a very simple 1-to-1 relationship. User A's orders are approved by User B if they exceed User A's dollar limit.
- Approval By User and Account - the most widely-used mode. User A's orders can be approved by any user on the same account who has the required Approval Limit for that order.
Advanced Approval By User and Account - for organisations with complex approval hierarchies and approval groups. Offers advanced options for multi-person approval.
Implementation guides
1. Approval By User
This is a very simple order approval process. A dollar limit is set for the user, and a designated approver is nominated. Any orders over the user's limit will require approval.
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