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How do create serial approval rule in SAP CPQ

vijsyakumar
Discoverer
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How to trigger approval rule one by one.

If the first approver approves the quote then the system should trigger next level of approval.

is there any way in SAP CPQ.

Accepted Solutions (0)

Answers (2)

Answers (2)

Fancy_Zou
Product and Topic Expert
Product and Topic Expert
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Hi,

You can try creating several approval rules for different approval levels in one business workflow. The general concept is that, the previous level approver will be the approval submitter of the next level.

Option 1: Each level's approver will only be engaged as the responsible approver after the previous level approver approves the quote.

  • Create a custom field to mark the level that the approval has been done. Use that custom field in the approval rules' conditions, so that only one level approval rule will be violated at one time.
  • Develop a custom action script to automatically submit for the next level approval as the post action of "Approve".

In this way, the system can behave in a way as:

  • When the sales rep user violates the approval rule, the user submits the quote for approval. At this time, the system actually submits the quote to only to the first level approval. That means, only one level's approver will see the quote in the quote list view "Waiting for Approval".
  • When the first level approver clicks on "Approve" action button, the quote completes the first level approval workflow and will be submitted for the next level approval automatically via the customizing post action.

Option 2: All levels' approvers will be engaged as the responsible approver at the same time, but can only see the "Approve" button when the previous level approver has approved the quote.

  • Still, you'll need a custom field to mark the level that the approval has been done. But it is NOT referenced in the approval rules' conditions. Instead, use that as the condition of the action "Approve" in the workflow.

In this way, the system can behave in a way as:

  • The system will check all the approval levels' rule conditions to see how many approval rules are violated. And the system will submit the quote for approval to all the responsible approvers of each approval level whose rule condition is violated.
  • All the responsible approvers can see the quote in the quote list view "Waiting for Approval". But only one level's approver can execute the "Approve" action at one time.

Best Regards.

Fancy

Luka_Pilipovic
Advisor
Advisor
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Per my knowledge there is no easy way to do it out of the box. Best I can think of is utilizing dynamic approver feature in combination with custom scripting to first determine list of approvers and need for approval, persist it in quote list of approvers (maybe with quote table) and need for approval (can be custom field) and than in runtime do evaluation of rule that checks value of that custom field. This way approver always submits to next approver in sequence until sequence runs out where only last approver will have option to really approve quote. It is pretty complex and custom.

It looks like a great candidate for new feature so please create SAP customer influence portal request.

Fancy_Zou
Product and Topic Expert
Product and Topic Expert
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Is Submit Upstream | SAP Help Portal an option to achieve the target?