We’re in the process of developing and implementing our work orders to invoices, and want to become more knowledgeable on how a work order is approved my manager and converted to invoice? If I need to clarify more I can do so but looking for some advice since this is newer to us.
*This post is locked for comments
Its all dependent on how your CRM system is structured. Based on security roles you could setup a "manager approved" option set with field level security. Only managers would have the ability to set this field to yes. You would also want to setup hierarchy for employees and managers. This way if your team has multiple managers, they can only approve for employees assigned to them. Also the field would be required in the business process flow, this way the employee can't go beyond the step if not approved by management.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
