You can automate record approvals in scenarios such as:
-
All product specifications are met.
-
You fully trust the supplier’s QA.
To set this up, update the supplier’s Counterparty settings.
-
Go to the Supplier Counterparty
-
Open the Settings tab.
Under Supplier, you’ll find two options:
-
Auto-approve records that meet your specifications
When enabled, records from this supplier are approved automatically if your product is linked and its specifications are met with no warnings. -
Auto-approve products without specifications
When enabled, records are also approved if your product has no specifications. Test results must still fall within the reported range for approval.
Please note:
Auto-approval is only possible on Lot Approval records.
The second option is only possible to toggle when the first option is enabled.