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Adding approval rules related to leases

You can create approval rules that are specific to leases

C
Written by Chris Smith
Updated over 10 months ago

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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