Published at: 2026-10-12
Configure export approval and stage processes
Overview
Set up internal processing for export contracts and Export Shipment Orders.
Before you begin
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Permissions: You can configure approval flows, business processes, or pipeline.
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Prerequisites: The export configuration pack is initialized.
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Business prep: You confirmed approvers and processing stages for contracts and Export Shipment Orders.
Configuration scope
Configure an approval flow, business process, or pipeline for export contracts and Export Shipment Orders according to your company process. The plugin does not preset a standard process.
Steps
- In process configuration, select the export contract or Export Shipment Order object.
- Choose an approval flow, business process, or pipeline.
- Set processing nodes and participant roles according to your company policy.
- Save and enable the process.
- Submit a test record and verify each node, including stage advancement.
How to verify
- Export contracts complete approval through your company process.
- Export Shipment Orders move through the configured nodes.
- After approval, users can continue to print related documents.