Question

FSM : Escalation Hierarchy : Approval Limit Financial Rules


Userlevel 5
Badge +15

Hi Team,

Do we any documentation or examples for the “Approval Limit Financial Rules” configurations.

We have a requirement as below

  • if margin is below 30% or greater than 200%, it should trigger an approval of service manager

And we are not sure, how this can be configured in the Rule definition.

 

 


2 replies

Userlevel 6
Badge +17

there is documentation in the reference guide, see https://fsm6qaaz.fsm.ifsdevworld.com/Help/FSMReferenceGuide/AboutApprovalsAndEscalations.html for an example

Userlevel 1
Badge +4

Here is the technical documentation, along with some examples of how approval limit financials works.

 

Reply