[Vtigercrm-developers] discount approval in quotes feature

[Sukhdev Mohan]

Yes there are 4 pick lists. However the change in their values is done by the workflow or the CEO. To trigger the workflow (and keep it simple) I use change in quote stage :D If you’ve other questions please do ask

Sukhdev Mohan
Developer

MyTi S.r.l - share the path
Via Branze 44, Brescia
www.myti.it

Bleen - Declaro - Dundas - Elibra
On 16 Jun 2021, 19:45 +0200, 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/
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20210616/5b83eea9/attachment-0001.html>