General Description of the Feature
When creating an "Approval State" in the Workflow the new approval type "OrderDiscountApproval" should appear in the single-selection grid list of the available approvals.
This approval type has the following characteristics:
- Name: OrderDiscountApproval
- Rule set to be triggered:
- Order Discount Percentage > Setup key: OrderDiscountApprovalPercentageLimit
- Order Discount Amount > Setup key: OrderDiscountApprovalAmountLimit
- Users that receive the Order Discount Approval requests > Setup key: OrderDiscountApprovalManagers
Business Benefit
The new Order Discount Approval function will check the discount percentage and/or the discount amount of the accepted offer and validate them based on a set of setup keys.
At any workflow a new "Approval State" of type "OrderDiscountApproval" can be configured. This approval state will have the following logic:
- automatic approval from the system
- manual approval by one or many Discount Approval Managers.
This new feature can help the sales advisors & the dealership control the discount they offer to their clients during the order process.
Configuration
New Approval state: OrderDiscountApproval
The three following Setup keys should be created, that will manage the new approval type:
Setup Key | Entity Value | Description |
OrderDiscountApprovalManagers | User IDs (Comma separated) | Add the User IDs of the users that should be responsible for approving or not the Order Approval. |
OrderDiscountApprovalAmountLimit | Max Discount Amount | Add the maximum limit of the discount amount for automatic approval, if the order discount is less than this amount. |
OrderDiscountApprovalPercentageLimit | Max Discount Percentage | Add the maximum limit of the discount percentage for automatic approval, if the order discount is less than this percentage. |
Additional Information
None
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