Approvals Configuration Form

Use the Approvals Configuration form to create approval workflows, which allow you to implement a review and approval process for certain records that you enter in Vision.

You can set up approval workflows and an approval system for the following records:

• Accounts Payable invoices
• Employee absence requests
• Purchase requisitions
• Request for price quotes
• Purchase orders
• Change orders
• Release orders
• Inventory item requests
• General ledger budgets

On the Approvals Configuration form, you set up:

• The steps for an approval workflow and assign the approvers and any conditions that must be met for each approval step.
• Alerts and actions for each step, such as alerts sent when records are ready for approval, when approvals are overdue, when records are approved, and so on.

Because you set up approval workflows at the Vision system level on the Approvals Configuration form, if you have multiple companies in Vision, you set up approval workflows for all your companies on the Approvals Configuration form.

After you create approval workflows, you assign them to an application in the application's configuration settings. For example, for Purchasing or Inventory records, you specify the approval workflow to use on the General and Inventory tabs in Purchasing & Inventory Company Settings.