Siebel Order Management Guide > Working with Orders >

Approving an Order

Some orders will require approval. If your company has configured an approval process as part of its order management process, an order may be automatically flagged for approval based on price. A typical configuration of this might 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, 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 Orders screen > All Orders view.
2. Sort the list of orders by status and scroll the list, if necessary, to bring orders with the status Awaiting Approval into view.
3. Review the order to make sure it meets your approval.
4. When you are ready to approve the order, click the More Info view tab and check the Approved field. If necessary, enter today's date in the Approved Date field.