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Multi Level Approvals Needed Using Universal Inbox On Opportunities (Doc ID 2158133.1)

Last updated on FEBRUARY 28, 2018

Applies to:

Siebel Consumer Goods - Version 8.1.1.11.9 [IP2013] and later
Information in this document applies to any platform.

Goal

The following business requirement is needed (using vanilla functionality or minimally customized vanilla functionality):

1. The Opportunity will stay with the same owner, but will require approvals at various stages (e.g., approvals for funds, etc.).
2. The application needs to initiate the work to inform an Approver to review the Opportunity before the Opportunity progresses.
3. After the Approval is complete, the owner of the Opportunity can continue working until the next Approval is required.

Solution

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