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Satisfies the criteria defined in the table Definition of Bid Quote Approval Criteria
After confirming the button Approve Offer system:
Creates an entry in the Approval History where:
Approval Status = Approved
Automatic Approval = Yes
Approval Date and Time = System Date
Approver ID = Logged-in User ID
Displays the message "The offer has been automatically approved. Would you like to open the Offer Approval Card?" If the user confirms Yes, the system will open a tab with the relevant record
Satisfies Customer Frame
Described Chapter Quote Approval Process
The sender is a member of the approver group according to the corresponding workflow
In case the quote parameters do not meet the definition of the criteria for automatic approval, the Customer Frame No. field is blank, the customer is not a member of the group, and the user requesting approval of the quote (the Create Request from the Approval Card)is a member of the approver group of the selected workfow and there is no need for multi-stage approval (Sequence number in the workflow user group for all users = 1), the system automatically approves the offer, i.e.:
Approval Status = Approved
Automatic Approval = No
Approval Date and Time = System Date
Approver ID = Logged-in User ID
Approval Entry Status = Approved
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