Approval Hub_

Helps keep Quotes and Purchase Orders under control by ensuring they are reviewed by the right person before they are sent or authorised.

It provides a simple approval workflow by sending approval requests, recording decisions, and keeping everyone informed through Current RMS discussions.

How it works

• Configure Quote and Purchase Order approvers in Hub Settings.

• Submit a Quote or Purchase Order for approval directly from the Approval Hub panel.

• Hub sends a discussion notification to the selected approver with a direct link back to the Quote or Purchase Order.

• The approver can approve or reject the request, with an optional message explaining their decision.

• Approval and rejection notifications are automatically sent back to the original user.

• On Quotes, any document template containing the word “QUOTATION” is greyed out until the Quote has been approved.

• Once a Quote has been approved, its pricing is locked to prevent accidental changes.

• If the Quote pricing is changed after approval, the approval is automatically removed and the Quote must be submitted for approval again.

• Approved Quotes or Purchase Orders can continue through the normal workflow.

• Rejected requests must be reviewed and submitted again.

• If the Purchase Order owner is also the assigned approver, Hub automatically bypasses the approval process and allows the Purchase Order to continue as normal.

To use it

• Enable Approval Hub in Hub Settings.

• Choose who can approve Quotes and Purchase Orders.

• Open a Quote or Purchase Order.

• Click Submit for Approval.

• Add an optional message for the approver.

• The approver reviews the request and chooses Approve or Reject.

• If approved, continue sending the Quote or authorising the Purchase Order.

💡 Why it’s useful:

Approval Hub gives your team a consistent approval process without relying on emails or verbal confirmation. Approval requests, decisions, and comments are all recorded in Current RMS discussions, making it easy to see who approved a Quote or Purchase Order, when it was approved, and any feedback that was provided. Automatic document control and price locking help prevent quotations or Purchase Orders being sent with unapproved pricing, while ensuring any pricing changes trigger a fresh approval before the document can continue through the workflow.