CUSTOMER APPROVAL AND AUTHORIZATION WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Pending Approval Request: Retrieve the specific customer request entry that has triggered the workflow.
[ ] Retrieve Customer Profile: Fetch the associated customer's master data (contact info, credit limit, etc.) from the Customer Data Model.
[ ] Calculate Total Order Value: Sum the costs of all line items associated with the approval request.
[ ] Calculate Tax and Total: Apply tax formulas to the subtotal to determine the final authorized amount.
[ ] Check Total Outstanding Debt: Aggregate all 'Unpaid' invoices for this customer to see if total debt exceeds the threshold.
[ ] Assign Compliance Review: Create a task for the Legal/Compliance team to verify the authorization documents.
[ ] Assign Financial Audit: Create a task for the Finance Manager to verify the creditworthiness of the request.
[ ] Update Request Status to 'Under Review': Update the initial entry to reflect that the approval process has officially started.
[ ] Notify Reviewers: Send an email to the assigned Compliance and Finance users notifying them of a new pending approval.
[ ] Final Executive Approval Task: Create a task for the Senior Manager once all preliminary reviews are completed.
[ ] Update Request to 'Approved': Update the entry status to 'Approved' upon successful completion of all tasks.
[ ] Create Authorization Certificate: Create a new entry in the 'Authorized Orders' data model to act as the official record.
[ ] Notify Customer of Approval: Send a formal email to the customer with the details of the authorized request.
[ ] Send SMS Alert: Send a high-priority SMS to the Account Manager notifying them that the deal is closed.
[ ] Update Customer Credit Limit: Update the Customer Data Model to reflect any changes in authorized spending power.
[ ] Generate Approval Summary Report: Generate a monthly report summarizing all approved and rejected authorizations for management.
[ ] Update Request to 'Rejected': Update the entry status to 'Rejected' if any review step fails the criteria.
[ ] Notify Customer of Rejection: Send an email to the customer explaining that the authorization request was not approved.
[ ] Cleanup Temporary Drafts: Delete any temporary or draft entries created during the calculation phase of the workflow.

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