ApproveQuotationHeaderSubstituteByType

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. An employee type is specified as substitute approver.
  • A job quote is submitted but is not yet approved.

This notification in turn triggers the Approve Job Quote by Type (Substitute) To-Do.

Recipient

The Approve Job Quote by Type (Substitute) To-Do is received by the following users:

  • All users who are assigned the employee type specified as substitute approver. However, the To-Do disappears if another approver approves the job quote first.

Workspace

The Approve Job Quote by Type (Substitute) To-Do directs the recipient/s to the Quote tab in the Jobs workspace.