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Approval Routing Overview - WebTMA 7

WebTMA System Administrators can set up a routing system to approve work Requests, Events, Work Orders, Estimates, Change Orders, Material Requests, Purchase Requisitions, Purchase Orders, and Key Requests using Approval Routing.

If you choose to use Approval Routing, everyone must use it. This type of authorization takes the place of the regular authorization feature. For flexibility, you can use the Manual Routing option for individual records.

When records that are subject to routing are created, WebTMA sends an email notice to the authorizers. Transactions subject to authorization cannot be accepted or acted upon until fully authorized.

Approval Routing Details


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