{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":37422,"path":"order-management/deal-registration-approvals-overview.md","title":"Deal Registration approvals","bundle":null,"doc_type":null,"release":"australia","body":"\n# Deal Registration approvals\n\nEnable deal agents to submit deals for approval through a configurable approval workflow built on the Advanced Approval Management framework.\n\n## Deal approvals overview\n\nDeal registration approvals provide a flexible, configurable workflow to route deals through your organization's approval process. Instead of hard-coded approvers and fixed conditions, you can define custom approval rules based on deal characteristics to ensure that the right approvers review each deal.\n\nDeal approvals help your organization by:\n\n-   Verifying that deals meet business criteria before approval\n-   Routing deals to the appropriate reviewers based on deal characteristics\n-   Maintaining an audit trail of all approval decisions\n-   Enabling flexible approval workflows that adapt to business needs\n\n## How approvals work\n\nThe deal approval process follows these steps:\n\n1.  Agent creates a deal and submits it for approval from the **Under Review** state.\n2.  System evaluates whether approval is needed based on configured rules.\n3.  System identifies approvers based on the triggered approval rule.\n4.  System sends approval requests to the designated approvers.\n5.  Deal moves to **Pending Approval** state while awaiting approval.\n6.  Approvers review the deal and select **Approve** or **Reject**.\n7.  Deal moves to **Approved** or **Closed \\(Rejected\\)** based on the decision.\n\n## Key approval components\n\nThe deal registration approval workflow consists of the following components:\n\n|Component|Description|\n|---------|-----------|\n|Approval Rules|Define the conditions and approvers for a deal submission. Each rule specifies when it applies and who should approve.|\n|Trigger Conditions|Specify when a deal requires approval, for example, deal size less than $1 million. When a condition is met, its associated approval rule is triggered.|\n|Approval Requests|Automatically created when a deal is submitted for approval. Each request tracks the approvers and approval steps.|\n|Approval Steps|Sequential stages within an approval request. Each step represents a single approver's decision point.|\n|Approvers|Users designated to review and approve or reject deals. Approvers must be manually assigned the Approver role.|\n|Approval Reminders|Automatic notifications sent to approvers about pending approval requests based on configured frequency.|\n\n## Deal states and transitions\n\n|State|Description|Transitions To|Available Actions|\n|-----|-----------|--------------|-----------------|\n|Draft|Deal has been created but not yet submitted for review or approval|Submitted|Edit deal, Submit, Delete.|\n|Submitted|Deal has been submitted for initial review by internal team|Under Review, Canceled|Create tasks, Add work notes, Move to Under Review.|\n|Under Review|Deal is being evaluated by the internal team. Submit for approval from this state|Pending Approval, Closed, Canceled|Create tasks, Preview & Submit for approval, Add work notes.|\n|Pending Approval|Deal is routed through the approval workflow and is awaiting approver decisions|Approved, Closed \\(Rejected\\)|View **Approvals** tab, Create tasks, Add work notes \\(record is read-only\\).|\n|Approved|Deal has received all required approvals and is cleared to move forward. Record is editable|Closed, Canceled|Create opportunity, Create tasks, Add work notes, Move to Closed or Canceled.|\n|Closed|Deal work is completed and opportunity has been created|None|View only \\(read-only state\\).|\n|Canceled|Deal has been canceled and is no longer active|None|View only \\(read-only state\\).|\n\n## Approval personas and roles\n\nThree main personas are involved in the approval workflow based on the Advanced Approval Management.\n\n-   Deal agents \\(Enterprise B2B and B2C\\): Submit deals for approval. The **Approval Request Writer** role is inherited from the Advanced Approval Framework. Can submit any deal for approval, beyond deals they created.\n-   Deal registration admin: Configure approval rules, trigger conditions, and approver groups. The **Approval Rule Admin** role is inherited from the Advanced Approval Framework.\n-   Approvers: Review and approve or reject the submitted deals. Must be manually assigned the **Approver** \\(sn\\_adv\\_appr\\_mgmt.approval\\_request\\_approver\\) role by the deal registration admin to access approval requests.\n\n**Note:**\n\n-   Unlike other roles, the approver role must be manually assigned by the admin to each user who approves deals. This is critical—without this role, approvers can't access approval requests.\n-   Demo approval configuration is not included in this release. You must configure your own approval rules and trigger conditions.\n-   Deal approval is available in CRM Workspace Partner Workspace, not on the Partner portal.\n\n## Deal states during approval\n\nA deal moves through specific states during the approval process:\n\n-   Under Review: Deal is created and in initial state. Deal agents can submit for approval from this state.\n-   Pending Approval: Deal is submitted and is awaiting approver decisions. Deal record is read-only to prevent changes during review.\n-   Approved: All approval steps are complete and deal is approved. Deal can move to Closed or be further modified.\n-   Closed \\(Rejected\\): An approver rejected the deal, ending the approval process. Deal can't be re-approved.\\[Omitted image \"deal-states.png\"\\] Alt text: Different states of deal registration\n\n-   **[Submit a deal for approval](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/submit-deal-for-approval.md)**  \nSubmit a deal for approval to route it through your organization's configured approval workflow and identify the approvers.\n-   **[Approval configuration setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/approval-configuration-setup.md)**  \nConfigure deal registration approval rules, trigger conditions, approver groups, and reminders to implement your organization's approval workflow.\n\n**Parent Topic:**[Deal Registration](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/deal-registration-management.md)\n\n"}}