Approvals Configuration Form

Use the Approvals Configuration form to create approval workflows for your submitted Purchasing and Inventory records.

Use approval workflows to implement a review and approval process for purchase requisitions, request for price quotes, purchase orders, change orders, release orders, and inventory item requests.

You must have the Purchasing module activated in Vision to use approval workflows and configure them.

On the Approvals Configuration form, you:

• You set up the steps for an approval workflow and assign the approvers and any conditions that must be met for each approval step.
• Set up alerts for each step, such as alerts sent when records are ready for approval, when approvals are overdue, when records are approved, and so on.

Because you set up approval workflows at the Vision system level on the Approvals Configuration form, if you have multiple companies in Vision, you set up approval workflows for all your companies on the Approvals Configuration form.

After you create approval workflows, you assign them to be used by a Purchasing or Inventory application on the General and Inventory tabs in Purchasing & Inventory Company Settings.