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Approval Process setup

former_member699869
Participant
0 Kudos

Hello experts,

I am attempting to setup an Approval process in the system that will require any sales person creating a Sales quotation to obtain approval from the Sales Manager if the discount applied is greater than 20%.

Please find the screenshots attached below and guide me if there is any other check that needs to be implemented.

After setting up this approval in the system, both users "Amanda" & "Eriz" are still able to add discounts greater than 20% without approval from alec.

What needs to be done?

marco_ramirez
Active Contributor
0 Kudos

Hello

In the documents part, you must select which transaction is the one that must be approved, that is, if it is an invoice, sales order, etc. select those that apply.

In stages you must link the approvall stages which is where the sales manager authorizes.

And in the terms section you will put the condition of 20% discount, higher or lower.

Greetings.

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Answers (1)

Answers (1)

Former Member
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Hello,

Please choose the Document as Purchase Quotation.

And In Terms Tab choose the Discount Greater Than 20

Images are attached for your reference.

Regards,

Taseeb Saeed

WhatsApp : 00923364127880

Former Member
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Former Member
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