Siebel Order Management Guide > Working with Sales Orders >

Approving an Order

Some orders will require approval. If your company has configured an approval process as part of its order management process, then an order may be automatically flagged for approval depending on price. A typical approval process would cause the status to be changed to Awaiting Approval and the approver's name to be inserted in the Approved by field when the sales representative clicks Submit.

For example, if an end user has authority to place orders for $1,000, and a customer wants to order merchandise totalling $1,200, then the order needs to be approved before it can be submitted.

The steps below describe the steps an end user might take to approve an order when that user is the approver. The exact steps may vary, depending on your company's configuration of this process.

To approve an order

1. Navigate to the Sales Orders screen, and then the Orders List view.
2. Sort the list of orders by status and, if necessary, bring orders with the status Awaiting Approval into view.
3. Drill down on the order number of an order you want to approve.
4. Review the details of the order to make sure it meets your approval.
5. When you are ready to approve the order, in the More Info view tab, select the Approved check box.