Requesting approval for a production order

On a draft or planned order, Submit for Approval sends production for approval. If your company has an approval policy for it, the order becomes Pending Approval and starts automatically once approved. If there is no such policy, production starts immediately.

How approval works:

1. Click Submit for Approval on the order page.
2. The system looks for an active approval policy for production orders. An administrator sets these up under Settings → Approval Policies.
3. If a matching policy exists and does not auto-approve the request, the order becomes Pending Approval, which a message at the top of the page also shows. The approver decides on it among the Approval Requests.
4. Once approved, production starts automatically: the materials are taken out of the source warehouse's stock and the order moves to In Progress. The order's creator is recorded as the person who started it.

If there is no policy for production, or the policy auto-approves the request, Submit for Approval starts production immediately.

Good to know:

• Approval is not a mandatory step: Start Production starts production without approval too.
• Substitute materials can only be chosen in the Start Production window. Production started after approval uses the recipe's original materials, so resolve any shortages before requesting approval.