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            Choose How Sales Agreements Are Approved

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            Choose How Sales Agreements Are Approved

            Key account managers can self-approve sales agreements, submit sales agreements to be approved through an approval process, or both. To prevent key account managers from self-approving sales agreements, enable Approval Process in the Sales Agreement settings in Setup.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To configure approvals: Customize Application

            Sales agreements can be approved in two ways.

            • Self-approval: Key account managers can approve a sales agreement by themselves by changing the status of the sales agreement to Approved.
            • Approval Process: If your org has an approval process for sales agreements, key account managers can use the process to get sales agreements approved. See Approval Processes.

            To restrict the self-approval of sales agreements, enable Approval Process in Setup. Then, key account managers are required to submit sales agreements for approval through the approval process.

            1. In Setup, in the Quick Find box, enter Sales Agreements, and then select Sales Agreements.
            2. In the Approval Process section, do one of these:
              • To allow approvals only through a predefined process and restrict self-approvals, turn on Approval Process.
              • To allow approvals through the predefined process and self-approvals, turn off Approval Process.

            If you set up an approval process for sales agreements, ensure that you add the Submit for Approval quick action to the Sales Agreement page layout.

            Note
            Note At least one product must be associated with a sales agreement for the sales agreement to be eligible for approval.

            See Also

             
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