Configuring the approval process
Go through the following steps to configure the approval process in Planon:
1. In the Approval definitions TSI, at the Approval definitions step, create one or more approval definitions. See Creating an approval definition.
2. In the Approval definitions TSI, at the Approval conditions step, create one or more approval conditions. See Creating and linking an approval condition.
3. Link the approval condition(s) to the approval definition. See Creating and linking an approval condition.
4. Link the approval definition to the relevant business object. An approval definition can only be linked to the main level of the Contracts, Properties, and Free BO 46 business objects. However, it will also be applied to the relevant underlying details of the business object.
Example
In an organization, all changes to contract amounts (contract lines) greater than or equal to 1000 euros must first be approved. To configure this, create an approval definition and an approval condition (filter on Amount field, value = 'greater than' or 'equal to' 1000). Next, link the approval definition to the Contracts business object. Any changes to amounts greater than or equal to 1000 euros will then automatically be marked as requiring approval. So, you link the approval definition to the contract, and it is applied to the contract line (Amount).
 | The 'Approval definition' field must first be added to the layout of the business object before you can select the required approval definition in this field. |
You have now set up the approval process.