Overview
The ZoneBilling Approve Subscriptions functionality provides the ability to define which users are allowed to ‘approve’ Subscriptions, easily mark Subscriptions ‘approved’ in bulk, and use that status to prevent ZoneBilling functionality from processing data from ‘unapproved’ Subscriptions.
Currently, only the Create Transactions process will check the Subscription Approval Status before processing. In the future, this may be expanded to (optionally) include other ZoneBilling processes as well.
Methods for Approving Subscriptions
Users with the ‘Approve Subscriptions' permission can approve Subscriptions individually or using the ‘Approve Subscriptions’ suitelet.
Approve Subscriptions Individually
- When the ‘Approvals’ functionality is enabled in an account, an 'Approval Status' field is available on the Subscription. Users without the ‘Approve Subscriptions’ permission can view, but not edit, this field.
Approve Subscriptions Suitelet
- The ‘Approve Subscriptions’ suitelet allows users to review and update Subscriptions in bulk.
- Users without the ‘Approve Subscriptions’ permission can view the list of Subscriptions pending approval on the suitelet, but cannot submit Subscriptions for approval.
- Navigate to the suitelet via Transactions > ZoneBilling > Approve Subscriptions or from the 'Unapproved Subscriptions' link on the Create Transactions suitelet.
Custom Processes
- If needed, custom processes (i.e. scripts, workflows) may be leveraged to set the Approval Status.