Description

The Approval Page is where Sales Order Capturers review and process claims assigned to them for approval. Claims are automatically routed to the appropriate Sales Order Capturer based on predefined criteria within the system. Once a claim is loaded, the system identifies and assigns the relevant Capturer for approval.

Notification Process

Sales Order Capturers are promptly notified via email when a new claim requires their approval. The email includes a direct link to the Approvals Page, ensuring they can quickly access and manage the claims awaiting their review.

Accessing Claims for Approval

Sales Order Capturers can access claims in two ways:

1. Direct Navigation: Capturers can navigate to the Approvals Page by clicking on Claims > Approvals within the system.
2. Email Link: Alternatively, Capturers can simply click the link provided in the email notification, which will take them directly to the Approvals Page.

Upon accessing the Approvals Page, Capturers can review and process the assigned claims efficiently. This streamlined process ensures that claims are handled promptly, reducing delays and ensuring proper oversight.