4.1.1 Creating an Approval Condition

This topic describes the information about Create a Approval.

For creating an approval, you need to specify details, such as process name and rule.
To create an approval condition:
  1. From the main menu, navigate to Collections and then click Maintenance.
  2. From the Maintenance menu, click Approval and then click Create Approval.
    The Create Approval page appears.
  3. In the Type field, select Transaction Approval.
  4. Select Enable toggle button.
  5. From the Rule list, select the valid pre-defined rule which determines approval condition.
  6. Click Save.
    A message appears that the record is saved successfully.

Once the approval condition is created, you can view the same using the View Approval page. Upon creation, the authorization status of the approval condition is Unauthorized and the record status is Open. After an approval condition is created, it must be authorized to be effective in the system.

Parent topic: Create Approval