Workflow Approval - Auto approval if the Created by user is approver on the workflow (NOTE: one of approver of the approval group)

*for Item Approval - if the record is created by the user who is approver of Item Approval for the team, he/she can click Item Approval button in the record for approval

*for Under Cost Approval - if the record is created by the user who is approver of Under Cost Approval for the team, he/she can check the check box for Under Cost Approved in the record


CaseTest Script

AA Order - Created by Katy

(Workflow approver)

Order with Item Approval item

1) Create AA Order

  • Customer for OAH Team (OH0440)
  • Item - VITGP1209D, Item Approval marked in Sales Posting Checking

2) Click Send Approval Request

3) Item Approved by Item approver "OAH1"

4) Send Approval Request - AA order status = Pending Approval

5) Approve by Katy

6) Released 

AA Order - Created by Candy

(Workflow approver)

No Item Approval for the order


1) Create AA Order

  • Item - 326894 no Item Approval marked in Sales Posting Checking

2) Click Send Approval Request

3) Message for Auto Approved prompted to user

4) Released

AA Order - Created by ALICE

(Workflow approver)

Under Cost Approval Required

No Item Approval for the order

1) Create AA Order

  • Customer for GP2 Team (PD5774)
  • Item - 301311, No Item Approval marked in Sales Posting Checking, 
  • Make the unit price under the cost

2) Click Send Approval Request

3) Under Cost to be approve by approver "GP1"

4) Send Approval Request - AA order status = Pending Approval

5) Approve by Alice 

6) Released 

AA Order - Created by OAH1

(Approver of Item Approval)

Order with Item Approval item

1) Create AA Order

  • Customer for OAH Team (OH0440)
  • Item - VITGP1209D, Item Approval marked in Sales Posting Checking

2) Click Send Approval Request

3) Item Approved by Item approver "OAH1" by click on the Approve button in ribbon

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