Advanced Approval managememt implemented for Orders

[Community Alums]

Hi All,

Has anyone implemented Advanced Approval Management (AAM) for the Customer Order journey?

I’ve been able to configure approval rules, triggers, and multi-level approvals for Quotes, but I’m looking for guidance, documentation, or implementation experience related to Customer Orders.

If you have worked on AAM for order management, please share any insights, best practices, or relevant documentation.

Thanks in advance.

Regards,
Kavya

[Vikram Reddy]

Hi @kavyaMR,

This is a common point of confusion because Advanced Approval Management is scoped, by design, to the Quote object, not Customer Order. The AAM application (plugin com.sn_adv_appr_mgmt, installed separately from the ServiceNow Store) is built around the CPQ Quote Experience: approval configurations, trigger conditions, approval chains, and delegation rules all key off sn_quote and related quote line data. There is no out-of-the-box AAM configuration surface for the order table once a quote converts.

In practice, most implementations handle this by keeping the approval checkpoint at the Quote stage: since a Customer Order in Sales and Order Management is generated from an already-approved quote, you route discount, term, and pricing exceptions through AAM before conversion rather than trying to gate the order itself. Where you genuinely need order-level approvals, post-conversion amendments, cancellations, fulfillment holds, that has to be built with standard Flow Designer approval actions and the platform Approval Engine on the order table, mirroring your quote approval logic rather than extending AAM to it.

Worth checking your instance's AAM version before you invest here, since the app has evolved release over release and the scope may widen.

Thank you,
Vikram Karety
Octigo Solutions INC