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How to create sequential approvals for Estimates

This feature enables sequential manager approval scenarios for a single transaction entry and defines manager approvals based on rules created.

Create Sequential Approvals for Estimates




1. Navigate to SET UP FILES > Approval & Posting Settings

2. Click "Approval Scenarios"

3. Click "New Scenario"

4. Select the Office, and set the Transaction Type to Estimate. Tick "Show inactive lines?" to view inactive approval sequences.

5. Enter the following information:

  • Sequence - Enter the order of approvals as defined by the company's approval rules.
  • Approval Data Type - Select the data type (Estimate)
  • Description - Enter a description (the description entered can be the same as the approver type).
  • Minimum Amount - Enter the minimum amount (if applicable).
  • Approver Type - Select an approver type
    • Approver Nominated on Transaction
    • Job Manager
    • Job Production Manager
    • Specific Approver
    • Supervisor of Transaction Creator
    • Transaction Creator
  • Specific Approver - Enter the name of a specific approver (if applicable).
  • User Access Group - Select a specific group to approve the purchase order (if applicable).
  • Message on Submit - Click on the arrow and select from one of the following options to receive notifications on submitted transactions.
    • No message or email
    • Send message only
    • Send message and email
  • Message on Approval - Click on the arrow and select from one of the following options to receive notifications on approved transactions.
    • No message or email
    • Send message only
    • Send message and email

6. Click "Save" to create the Approval Scenario.

Steps: 

  1. Navigate to SET UP FILES > Approval Settings. 
  2. Click on Manager Approval Scenarios on the top right side of the page. 
  3. Click New Scenario. 
  4. Enter the following information:
Field  Description 
Office  Select an office.
Transaction Type  Select Estimates. 
Show inactive lines? Check to view inactive approval sequences. 
Sequence  Enter the order of approvals as defined by the company's approval rules.
Approval Data Type

Select the data type 

  • Estimates
Description Enter a description (the description entered can be the same as the approver type). 
Minimum Amount Enter the minimum amount (if applicable). 
Approver Type 

Select an approver type

  • Approver Nominated on Transaction

  • Job Manager

  • Job Production Manager

  • Specific Approver

  • Supervisor of Transaction Creator

  • Transaction Creator

  • UAG - Shared Office

  • UAG - Transaction Office
Specific Approver  Enter the name of a specific approver (if applicable). 
User Access Group Select a specific group to approve the purchase order (if applicable). 
Message on Submit 

Click on the arrow and select from one of the following options to receive notifications on submitted transactions. 

  • No message or email
  • Send message only
  • Send message and email
To learn more about how to receive notifications on approval scenarios, click here. 
Message on Approval

Click on the arrow and select from one of the following options to receive notifications on approved transactions. 

  • No message or email
  • Send message only 
  • Send message and email
To learn more about how to receive notifications on approval scenarios, click here. 
Active  Check the box to keep the line item active. 

  5.   Click SAVE.