In a Nutshell
The Approvals module is used in conjunction with an Enterprise Resource Planner (such as SAP Business One) and provides an end-user view of pending and processed items (such as Sales Orders and Service Calls) which have a pre-defined approval process in the backend.
The Approvals module consists of two tabs:
- Pending: items that have not yet been approved.
- Processed: items that have been processed and are no longer awaiting approval.
When an item from the Pending tab has been selected, users can view item information, such as:
- Document Details
- Issue Details
- Approval Details
- Approval History
Records in the Processed tab display the same information, however, records will include an accepted (“check”) or rejected (“x”) status indicator.