You want to know which documents are supported in approval process in CRM area and where to configure the approval relevant settings.
SAP Business ByDesign
You can find the supported documents/processes in CRM area.
|Process||Scope Question Path||BC Activity||Multi-Step Approval?||Related KBA|
Sales -> New Business ->Quotes -> Approval for Quotes.
|Approval for Quotes||Yes||
Sales -> Selling Products and Services -> Sales Orders -> Approval for Sales Orders.
|Approval for Sales Orders||Yes||
Sales -> Selling Products and Services -> Customer Contracts -> Approval for Customer Contracts.
Service -> Service and Repair -> Service Order.
Service -> Service and Repair -> Service Confirmation.
Sales -> Selling Products and Serivces -> Customer Returns -> Approval for Customer Returns.
|Approval for Customer Returns||No||1969149|
|7||Manual Customer Invoice*||
Sales -> Customer Invoicing -> Miscellaneous Invoicing.
|8||Price List and Discount List||
General Business Data ->Product and Service Pricing -> Sales Price and Discount Lists.
- For the Multi-Step approval processes, after enabled in Business Configuration project, you are able to find them in the Application and User Management work center -> Approval Processes view, where you can set up the detailed approval steps for example conditions and approvers.
Here is an example of how to set up multi-step approval process for Sales Order: 2853153 - How to Set up Multi-Step Approval Process for Sales Orders
- For the non Multi-Step approval processes, you will need to follow the dedicated approval process describes below.
Customer Return: 1969149 How to set-up an Approval Process for Customer Returns
Price List and Discount List: 2083329 - Approval Process for Price list and Discount List.
*Please note that there is no Approval Processes for Customer Invoices with preceding documents or for Invoices based on External Customer Invoice Requests. The reason for this is that the Approval is assumed to be already done in the preceding document for example the Sales Order. Hence the approval process can only be set up for Manual Customer Invoices.
Sales Quote Approval related KBA:
2620629 - Sales Quote Approval Process tab not showing Approver
2168007 - Self Approval Of Sales Quotes Cannot Be Skipped
2258753 - Employee Does not Appear in the Direct Approvers List of the Sales Quote or Sales Order Approval Process
Sales Order Approval related KBA:
2807601 - Sales Order Approval Notifications are not Sent for the Approver.
2638158 - Approval Notes missing in the Sales Documents
1658313 - Sales Order Approval is Not Supported for B2B and A2A Orders
Customer Return Approval related KBA:
1969149 - How to set-up an Approval Process for Customer Returns
Customer Contract Approval related KBA:
2766872 - How to set-up an Approval Process for Customer Contract
Manual Invoice Approval related KBA:
2627581 - Approval Process for Cancellation Customer Invoice
2737293 - Approve Button is Not Shown in Approvals Work Center View for Manual Customer Invoice Task
2725799 - Approval Rule Works for Customer Invoice But Not Credit Memo
2489387 - Approval Process is not Triggered for External Customer Invoice Request
Service Confirmation Approval related KBA:
approval process; CRM; multi-step approval , KBA , SRD-CRM-ORD , Orders & Contracts , SRD-CRM-QUO , Quotations , How To