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Question

FSM : Escalation Hierarchy : Approval Limit Financial Rules

C
Hero (Partner)
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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

Jon Reid
Hero (Employee)
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  • Jon Reid
  • Hero (Employee)
  • 224 replies
  • December 7, 2022

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

K
Do Gooder (Employee)
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  • Klobraco
  • Do Gooder (Employee)
  • 12 replies
  • December 8, 2022

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

 

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