Breadcrumbs

Auto-approve records that fulfill your defined specifications

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:

  1. 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.

  2. 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.