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Adding approval rules related to leases

You can create approval rules that are specific to leases

R
Written by Raymond Carrel
Updated this week

New quotations may be subject to various levels of authorisation before they can be confirmed.

The Approval Manager tool lets you define a set of rules for this authorisation process, based on a number of factors.

These rules can be configured based on the lease attached to a quote.

The following lease-specific properties can be used as the basis for an approval rule:

  • Lease Profit

  • Lease Provider

  • Lease Term

  • Lease Total Cost

  • Lease Monthly Spend

Quotations containing a lease are also subject to any other existing approval rules.

Check this article for general information on approval rules.

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