Customer Order Approvals Using Advanced Approval Management (AAM)

[MalayanurKR]

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

[rohansargar]

Hi ,

Please go through this Doc,

AAM 

if my response helped please mark it as helpful or accept as solution.

[Vikram Reddy]

Hi @MalayanurKR,

Short answer: AAM is built and documented for the Quote object, not Customer Order. Every AAM doc, from stage and entry-criteria config to the "submit for approval" action, points at the quote header. The app's own description says it's for approving "Sales CRM entities such as customer quotes," and there's no out-of-box Customer Order entity type in there.

1. For order-level gating, use a plain Flow Designer Ask For Approval action against the Customer Order table. It's task-extended, so native approvals work fine on it without touching AAM at all.
2. If you specifically need AAM's decision-matrix and multi-level chain logic on orders, that means cloning the quote approval configuration pattern onto Customer Order yourself. It's doable since the AAM engine is table-driven under the hood, but it's unsupported customization, not a documented extension point.

What's actually driving this, is it a discount that should already be locked in from the approved quote, or a fresh order-value threshold that needs its own gate? That changes whether you even need AAM on Order versus just re-validating the quote approval at conversion.

Thank you,
Vikram Karety
Octigo Solutions INC