The document approval flow set-up screen allows for the definition of document approval flows. The flows can be assigned to different CRM departments and Pastel Document types.
Add Starting point: This is the first approval level (zero) up to a maximum level; additional sub-steps can be captured using the [Add next step] button.
The Manager’s details, Maximum level, Document type and department (if a starting point) can be assigned and updated in the entry area below the tree.
In the example below, Tax Invoices assigned to the Engineering department can be approved by Simon Blackwell to a maximum value of 10,000. If the value exceeds that amount, it can be approved by the System administrator value up to a total cost of 25,000.
Document approval flows can be defined as required for the document types used to create approval flow.
