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Former Member
Nov 16, 2016 at 04:34 AM

How to set up approval for change in Payment terms in C4C

203 Views Last edit Sep 04, 2017 at 01:34 PM 2 rev

We have the following requirement

Change of Payment Terms

1) If Payment terms are not changed, the quote will auto-approve and the user will be able to send the quote to the customer.

2) If Payment Terms are changed, a two-step approval process will kick off