[Vtigercrm-developers] discount approval in quotes feature

[Rubén A. Estrada Orozco]

Oh thanks!

Sounds like a good solution. If I understand correctly there is a picklist
for the area manager, one for the sales director, one for finance and one
for the CEO where a user in each of those roles can approve the quote if it
is required, right?

Saludos

Rubén


On Wed, Jun 16, 2021 at 12:47 PM Sukhdev Mohan <s.mohan at myti.it> wrote:

> Sure!
>
> The client had this hierarchy :
> CEO
> | Finance
> | Sales Director
> | Assistant
> | Area Manager
>
> Example use case: Area Manager creates a quotes which has a certain
> marginality. If the marginanlity is greater than 20 % the quote’s
> automatically approved. If it’s between 15 and 20% then the Sales Director
> needs to approve it. If it’s lower than 15 than Sales Director, Finance and
> CEO have to approve it.
> Assistant can create a quote for Area Manager but than he needs to approve
> it.
>
> To handle this I’ve created extra status (quote stage) (Approved, Awaiting
> Approval, Refused etc) and 4 custom pick lists, one for role (Area Manager,
> Sales Director, Finance, CEO) with these read only options (Awaiting
> Approval, Approved, Refused, No Action required). Only the CEO can change
> these pick list’s values, for the other it’s just a summary.
>
> So when a Sales Director receives a notification (email with link) they
> can review and if everything checks they change the global status to
> Approved. The workflow intercepts the changes and decides what is the
> global stage, updates the sales Director’s action.
> Il mer 16 giu 2021, 18:45 Rubén A. Estrada Orozco <rulotec1 at gmail.com> ha
> scritto:
>
>> Sukhdev, could you elaborate a bit more? What does the custom function
>> do?
>>
>> Saludos
>>
>> Rubén
>>
>>
>> On Wed, Jun 16, 2021 at 11:37 AM Sukhdev Mohan <s.mohan at myti.it> wrote:
>>
>>> Hi!
>>>
>>> Had the same issue and made a workflow with custom function...
>>>
>>> Il mer 16 giu 2021, 18:09 Rubén A. Estrada Orozco <rulotec1 at gmail.com>
>>> ha scritto:
>>>
>>>> Hi,
>>>>
>>>> In my case this comes up again and again. Clients ask for a way to
>>>> block the modification of prices and discounts in quotes. Additionally,
>>>> some clients ask for an approval mechanism for discounts.
>>>>
>>>> Is there a plugin for that? Wouldn't it be a good idea to introduce
>>>> this feature in a future release?
>>>> Please share your thoughts.
>>>>
>>>>
>>>> Saludos
>>>>
>>>> Rubén
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/
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