---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Advanced Approval Management

# Configuring Advanced Approval Management {#ariaid-title1}

Release version: Australia  
Updated March 23, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
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## Summary of Configuring Advanced Approval Management

The Advanced Approval Management application enables ServiceNow customers to automate approval workflows for Sales Customer Relationship Management (CRM) entities such as customer quotes.
It streamlines the approval process by allowing you to create tailored approval rules, conditions, and workflows that align with your business policies and requirements.
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## Environment Setup

To begin, you must install the Advanced Approval Management application (snadvapprmgmt) and ensure you have the admin role. Additionally, relevant Sales CRM plugins like Quote Management need to be installed. Required roles must be configured to manage and configure approvals effectively.

## Approval Configuration

Approval configurations define the elements that automate your approval workflows:

* **Conditions:** Define triggers based on company policies (e.g., legal or pricing guidelines) that initiate approval workflows. The smart reapproval feature allows reuse of previous approvals on resubmissions.
* **Approval Rules:** Specify approval criteria and assign approvers for each approval step.
* **Approval Chains:** Optionally set up sequences controlling multi-step approval processes.
* **Approval Users and Groups:** Assign individual approvers or groups to specific approval rules.
* **Features:** From release 1.0.1 onward, enable approval request consolidation, escalations, and email reminders.

## Additional Configuration

* **Notifications:** Configure system notifications to update requesters on approval statuses and inform approvers about rejections. These notifications can be customized to fit organizational needs.
* **Delegation Rules:** For organizations using Employee Service Management, set up granular delegation rules that allow approvers to delegate approval tasks during absences or unavailability.

## Configuration Workflow

The recommended steps to configure Advanced Approval Management are:

1. Complete environment setup by installing required plugins and enabling features.
2. Create an approval configuration for your Sales CRM entity (e.g., quotes, orders).
3. Define conditions that trigger approval workflows.
4. Create approval rules and assign approvers.
5. Optionally design approval chains for multi-step approvals.
6. Assign users or groups as approvers to the approval rules.
7. Set up notifications to communicate approval statuses effectively.
8. Configure delegation rules if using Employee Service Management.

## Practical Benefits

Implementing Advanced Approval Management helps ServiceNow customers automate and standardize approval processes for Sales CRM entities, ensuring compliance with company policies, improving efficiency through workflow automation, and facilitating transparent communication via notifications. The ability to consolidate requests, escalate approvals, and delegate tasks enhances flexibility and responsiveness in managing approvals.  
Install the Advanced Approval Management application to build workflows that automate the approval process for Sales Customer Relationship Management entities such as customer quotes.

## Configuration overview {#configuring-advanced-approval-management__cf-config-overview-intro}

## Advanced Approval Management configuration overview {#configuring-advanced-approval-management__cf-config-parent-checklist}

Configuring the Advanced Approval Management involves the following sections:

* Environment Setup: Establish the system foundation by installing required plugins, enabling approval functionality, and configuring the user interface.
* Approval Configuration: Create business-specific approval rules, conditions, and workflows for your entities (for example, quotes, orders) that requires approval management.
{#configuring-advanced-approval-management__ul_config_phases}

Prerequisite: Ensure the necessary roles are added and configured, if not already, to configure Advanced Approval Management and manage approvals. For more information, see [Advanced Approval Management reference](https://www.servicenow.com/docs/j3_0tu9ha~hrh4iophi5kw "Reference topics provide additional information about Advanced Approval Management.") and [Components installed with Sales Common](https://www.servicenow.com/docs/UoYvCqPDq8g7YOIA4jqSzg "Several types of components are installed with activation of the Sales Common (sn_sales_common) plugin, including user roles and tables.").

1. [Install Advanced Approval Management](https://www.servicenow.com/docs/ADujh20pdJwG7zoWDzYhhA "You can install the Advanced Approval Management application (sn_adv_appr_mgmt) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.").

   You can install the Advanced Approval Management application (sn_adv_appr_mgmt) if you have the admin role.  
   Note:  
   The plugin for the Sales Customer Relationship Management application for which you are creating workflows, such as Quote Management, must also be installed.
2. [Create an approval configuration](https://www.servicenow.com/docs/HKS5Ie6oKT559n3n7uNK2Q "Create an approval configuration for a Sales Customer Relationship Management entity, such as quotes.").

   Create an approval configuration for a Sales Customer Relationship Management entity, such as quotes. An approval configuration contains the approval elements that you define to automate approval workflows: conditions that trigger approval workflows,
   approval rules, approval chains, and approval users and groups. Starting with the 1.0.1 release, you can enable certain features for the configuration, namely approval request consolidation, escalations, and email reminder
   features.
3. [Create conditions that trigger approval workflows](https://www.servicenow.com/docs/JrymQ2nv2pKxZTDWhcBBTg "Define one or more conditions that apply company policies, such as legal guidelines or pricing rules, to trigger an approval workflow. Also enable the smart reapprovals feature, which allows previous approvals to be used for a resubmitted approval.").

   Define one or more conditions that apply company policies, such as legal or pricing guidelines, to trigger an approval workflow. Also enable the smart reapprovals feature, which
   allows previous approvals to be used for a resubmitted approval.
4. [Create approval rules](https://www.servicenow.com/docs/~MTbx9F0aJKT_OahQcyk1Q "Define rules for approval workflows. An approval rule identifies the functional approver for the workflow, such as a Finance Manager or Operations Manager. The rule also associates approvers with the appropriate approval trigger conditions, and defines escalation details for reassigning approvals to another approver for the rule.").

   Create approval rules that define the approval criteria and approvers for an approval step.
5. [Create approval chains](https://www.servicenow.com/docs/4bpxoHfUpKZmOiJKR2rVtA "Optionally create approval chains that control the sequence in which two or more approval rules (steps) are run.").

   Optionally create approval chains that control the sequence in which two or more approvals are run.
6. [Define an approval user](https://www.servicenow.com/docs/cOx8Ej6Jqm3L4acGz7qrBQ "Define an approver in Advanced Approval Management and the associated approval rule that they review during the approval process.").

   Define the approver and the associated approval rule that they review during the approval process.
7. [Define an approval group](https://www.servicenow.com/docs/xaSTWicV0uJWrucotw5q8w "Define the approval group, such as a contract or finance group, and the associated approval rule that they review during the approval process.").

   Define the group that can approve requests for a specified approval rule.
8. [Set up approval notifications](https://www.servicenow.com/docs/VJ4D_FBk4L57PmtGYFEE_w "In Advanced Approval Management, as an approval request moves through the approval process, notifications about the status of the approval request are sent automatically to approval requesters and approvers.") to deliver approval status to requesters and inform approvers of approval rejections.

   You can customize these system notifications if
   needed.
9. [Configure granular delegation rules for an approver](https://www.servicenow.com/docs/MpAX4tdQDqwUp8_zMauJww "Set up delegation rules that enable an approver in Advanced Approval Management to assign a delegate who can accept or reject approval requests on behalf of the approver.") if your organization uses Employee Service Management and your approvers want to delegate approval tasks when they're not available or away from work.
{#configuring-advanced-approval-management__cf-config-parent-tasks-ol}

## Configuration workflow {#configuring-advanced-approval-management__cf-config-workflow-diagram}

The following workflow illustrates the end-to-end process for configuring the Advanced Approval Management:

1. Complete all [environment setup tasks](https://www.servicenow.com/docs/JWW47Ycu9Z53OKQ1oCz3_g "Complete the setup tasks before creating approval configurations and workflows. These prerequisites enable the approval system for a ServiceNow CPQ implementation.") to establish the system foundation.
2. Create an approval configuration for your entity (quote, order, or other Sales Customer Relationship Management entity).
3. Define trigger conditions that specify when approval workflows should be initiated.
4. Create approval rules that define approval criteria and assign approvers.
5. Optionally create approval chains to orchestrate complex multi-step approval sequences.
6. Assign individual approvers and approver groups to approval rules.
7. Configure system notifications to inform requesters and approvers of approval status.
8. Configure granulation delegation if your organization is using Employee Service Management and your approvers want to delegate their approval tasks to another employee.
{#configuring-advanced-approval-management__ol_workflow_steps}
**Related concepts**   

* [Advanced Approval Management](https://www.servicenow.com/docs/8_qr8Y~TR9jlV4iT1QX9_Q "The Advanced Approval Management application enables you to define workflows for approving Sales Customer Relationship Management entities, such as customer quotes, in your sales organization.")
* [Using Advanced Approval Management](https://www.servicenow.com/docs/~Dy~voZME4x9XF07bdI0vQ "Sales teams can use workflows for approving Sales Customer Relationship Management entities such as customer quotes. Workflows begin with approval requests submitted by sales agents, which are then routed for approval by designated approvers.")
* [Notifications in Advanced Approval Management](https://www.servicenow.com/docs/VJ4D_FBk4L57PmtGYFEE_w "In Advanced Approval Management, as an approval request moves through the approval process, notifications about the status of the approval request are sent automatically to approval requesters and approvers.")
* [Advanced Approval Management reference](https://www.servicenow.com/docs/j3_0tu9ha~hrh4iophi5kw "Reference topics provide additional information about Advanced Approval Management.")