Customer Approval and Authorization Workflow

Start of the Workflow/Process.

Retrieve the specific customer request entry that has triggered the workflow.

Fetch the associated customer's master data (contact info, credit limit, etc.) from the Customer Data Model.

Sum the costs of all line items associated with the approval request.

Apply tax formulas to the subtotal to determine the final authorized amount.

Aggregate all 'Unpaid' invoices for this customer to see if total debt exceeds the threshold.

Create a task for the Legal/Compliance team to verify the authorization documents.

Create a task for the Finance Manager to verify the creditworthiness of the request.

Update the initial entry to reflect that the approval process has officially started.

Send an email to the assigned Compliance and Finance users notifying them of a new pending approval.

Create a task for the Senior Manager once all preliminary reviews are completed.

Update the entry status to 'Approved' upon successful completion of all tasks.

Create a new entry in the 'Authorized Orders' data model to act as the official record.

Send a formal email to the customer with the details of the authorized request.

Send a high-priority SMS to the Account Manager notifying them that the deal is closed.

Update the Customer Data Model to reflect any changes in authorized spending power.

Generate a monthly report summarizing all approved and rejected authorizations for management.

Update the entry status to 'Rejected' if any review step fails the criteria.

Send an email to the customer explaining that the authorization request was not approved.

Delete any temporary or draft entries created during the calculation phase of the workflow.

End of the Workflow/Process.