on 2023 Aug 10 6:37 PM
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.
Request clarification before answering.
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.
In this way, the system can behave in a way as:
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.
In this way, the system can behave in a way as:
Best Regards.
Fancy
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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.
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Is Submit Upstream | SAP Help Portal an option to achieve the target?
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