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Opportunity Approval Process in C4C

Hello Experts,

We wanted to use Approval Process for Opportunity in C4C, though we have done the scope for it, still we are not able to see any items under Administrator Tab->Approval Processes.

Along with this not able to find Approval Tab in Opportunity Screen, as well as not able to find "Submit For Approval" option in Actions button of Opportunity Screen. Kindly suggest.

Thanks in Advance.

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1 Answer

  • May 21 at 06:07 AM

    Hello Anusia,

    Please make sure that "Submit for Approval " option is enabled for the document type for which you are creating Opportunities in the system.

    >> Go to Business Configuration.

    >> Go to the Overview facet.

    >> Select All Configuration Elements.

    >> Find Opportunities.

    >> Select Maintain Custom status.

    >> Select the relevant Document type "XXXX"

    >> Here enable Submit for Approval option.

    Note: Before you do so, please make sure that the Opportunities which you are creating are consistent document and you can perform consistency check before you look for approval.

    Thank you!

    Regards,

    Dipaankkar Rai

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