1. Go to Tools > System Configuration
2. Go to User Setup tab > find the user to assign the approval system(s) to
3. On right hand side of user's set up, go to Approvals tab
4. Select Pre-Approval and/or Post Approval user needs to be assigned*
5. Click Save.
*Priority (How to Configure Approvals for Offices and Regions): one or none can be chosen
- Office Priority = if selected, an approval system assigned to the office an estimate is created in will take priority over the approval system assigned from within the dropdown
- Region Priority = if selected, an approval system assigned to the region an estimate is created in will take priority over the approval system assigned from within the dropdown
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