Add spending governance to the B2B purchasing flow: Approval Rules and their predicates, approver hierarchies and tiers, how Approval Flows progress and handle rejection, and how rules inherit down the Business Unit hierarchy.
Learning objectives
After completing this module, you should be able to:
- Design Approval Rules with precise, currency-aware predicates and the correct requester roles.
- Construct approver hierarchies using AND/OR logic across multiple tiers.
- Trace how an Approval Flow progresses through tiers and explain how it handles rejection.
- Configure Approval Rule inheritance to match an organization's governance.
Prerequisites
- Implement B2B purchase flows module from this learning path, which covers the B2B Cart and the Order creation that approval governance acts on.
- Configure associate access module from this learning path, which covers the Associate Roles that requesters and approvers are built from.
- Model buyer organizations module from this learning path, which covers the Business Unit hierarchy that Approval Rules inherit down.
Audience
- Functional Architects and Solution Designers responsible for evaluating platform capabilities and recommending B2B modeling strategies.