---
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


---

# Set up the environment to manage approvals

# Set up the environment to manage approvals {#ariaid-title1}

Release version: Australia  
Updated June 16, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Complete the setup tasks before creating approval configurations and workflows. These prerequisites enable the approval system for a ServiceNow CPQ implementation.

## Before you begin

Role required: admin or sn_adv_appr_mgmt.approval_rule_admin

## About this task

Set up the environment to administer and manage approvals.

## Procedure

1. Install the required plugins.
   1. Navigate to AllSystem DefinitionsPlugins.
   2. Search for and install the following plugins, if not already installed:  
      * Advanced Approvals Plugin: Provides the core approval management framework. For more information, see [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.")
      * Quote Management - Advanced (App id: sn_quote_mgmt_adv): Required for approving transactions.
      {#setup-approvals-prerequisites__ul_plugins}
   3. Confirm that all plugins show as active in the Plugins list.

   {#setup-approvals-prerequisites__substeps_install_plugins}  
   All required plugins are installed and active in your system.
2. Enable the approval tenant setting in your microservices instance.
   1. Contact ServiceNow Customer Support to enable the approval tenant setting for your microservices instance.
   2. When contacting support, provide the following information:  
      * Your ServiceNow instance name
      * Request to enable: "Microservices Approval Tenant Setting"
      * Confirmation that Advanced Approvals and Advanced Code plugins are installed
   3. Wait for the support team to confirm the setting is active.
   4. After the setting is enabled, verify that the approval interface and approval-related UI components are visible by navigating to the approval configuration areas.

   The approval tenant setting is enabled in your microservices instance, and the approval system is ready for configuration.
3. Export and re-import the blueprint to seed approval system fields, events, and integrations.
   1. Navigate to AllCPQ AdministrationTransactionBlueprint.
   2. Select Export.  
      The export process creates a backup of your current blueprint configuration.
   3. Navigate to AllCPQ AdministrationUtilitiesMatrix Loader.
   4. Import the blueprint.  
      The components such as system events (Preview, Request, Approve, Cancel/Reject, View), integrations (Data flow integration between your microservices and the approval system), rules (Validate Approval Submission, Validate Approval Completion, Validate Approval Revision), rule groups (Approval Submission, Approval Completion, and Approval Revision), and field (Approval state) are added.
   5. Verify that approval events and integration rules are now available in the UI by navigating to AllCPQ AdministrationTransaction.

   The blueprint import completes, and all approval system events and integrations are seeded in your instance. These system events and integrations are now available for use in approval rules and configurations.
4. Configure UI effects and layout for the approval experience.  
   For more information, see [Configure approval events](https://www.servicenow.com/docs/AACIoUjPLeVh6f5HmZjLiA "Configure the approval system events that control the approval buttons and stage transitions for a ServiceNow CPQ implementation.").
5. Set up stage transitions for the approval workflow.  
   For more information, see [Configure stages and entry criteria](https://www.servicenow.com/docs/HEASBpfO8iRPkSUZJnykMg "Configure the stages and entry criteria that validate each approval state transition, ensuring a transaction can enter a stage only when its approval state confirms it belongs there.").
6. Verify all prerequisites are complete.
   1. Confirm all plugins are active and installed.
   2. Verify that the approval tenant setting is enabled in your instance.
   3. Check approval system events and integrations are visible in the Advanced Approvals configuration area.
   4. Confirm UI buttons and approval interface components are visible in your quote or order forms.
   5. Verify stage transitions are correctly configured and appear in the configuration UI.

   {#setup-approvals-prerequisites__substeps_verify}  
   All prerequisites are verified and complete. Your instance is now ready for approval rule configuration.
{#setup-approvals-prerequisites__steps_q5w_b32_rjc}

## What to do next

Proceed with the following tasks:

* [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 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.")
* [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 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.")
* [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 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.")

{#setup-approvals-prerequisites__ul_postreq}

After approvals are configured, end users can submit approval requests using the approval interface. For user-facing tasks, see [Review and approve a submitted quote](https://www.servicenow.com/docs/~zpN4xOPb_U~W1DzJBEaww "As an approver, review the details of a submitted quote and approve the request when it meets your organization's requirements.").

*[\>]: and then