ApproveQuotationHeader

This notification is used to inform users about pending job quote approvals, and only applies when using approval hierarchies on job quote headers.

It is triggered when:

  • Approval hierarchies are used for job quotes.
  • A job quote is submitted but is not yet approved.

This notification in turn triggers the Approve Job Quote To-Do.

Recipient

The Approve Job Quote To-Do is received by the following users:

  • The user defined as approver in the approval hierarchy. However, the To-Do disappears if the substitute approver approves the job quote first.

Workspace

The Approve Job Quote To-Do directs the recipient/s to the Quote tab in the Jobs workspace.