Create Sequential Approvals for Estimates

Joanne Miguel
6 steps
44 seconds

Accountabilityone

Microsoft Teams

Navigate to SET UP FILES > **Approval & Posting Settings**

Click "**Approval Scenarios**"

Click "**New Scenario**"

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

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

Click "Save" to create the Approval Scenario.