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Sep 29, 2020 at 05:22 PM

Approval Process setup

43 Views Last edit Sep 29, 2020 at 05:24 PM 2 rev

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?