Customer creation must be approved by the manager of the team

[former_member660531]

Hello experts,

In order to control the manual creation of customers, we want taht the creation of a customer (account and individual) must go through the approval of the team managerThank youBR

[arun02_12]

Hi s_chaibisoufiane39,

You can use a lead approval process and use it before converting to account or you can create a custom approval process using PDI.

https://blogs.sap.com/2016/05/18/how-to-create-custom-approval-process-and-configure-it-in-cloud-sol...

BR

Arun

[former_member660531]

arun02.12 thank you for your feedback,

In our case we create the customer first with statut prospect, so we want to know if the approval can be done on the customer creation ?

[arun02_12]

PDI would be the only way then