How To

How to request a draft approval

How to request draft approval? 

If not, all users that can create a draft is allowed to approve the draft, the “Request draft approval” function can be used to mark a draft as “ready for approval”, making it easy, for the users who will approve the “drafts”, to locate them. If a user has the user right to approve drafts, the user can skip the “Request draft approval” function.

  1. Once a draft is considered completed, and it is time to approve it
  2. Open the draft by double clicking it.
  3. Click the  [Request Draft Approval] button in the order head menu bar
  4. The drafts status is now set to «Pending Draft Approval»
  5. And is now shown in the «Pending Draft Approval» column ready to be approved.

How to activate the “Request Draft Approval” function? 

1. Click [System] [Settings] «Order settings» tab «General» sub tab. 2. Tick the «Use «Request draft approval» function»

3. [Save] changes.

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