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I am struggling to understand Approval process by QUOTE LINE in the QUOTE object, please advice!

 

This is the following case:

 

To approve a quote, it must be submitted for approval process. The approval process is

determined by the “maximum discount level” in that quote.

 

 Maximum discount level = the highest discount among the discounts given for each quote line item and the discount given at the quote level (e.g. quote line 1 discount is 10%, quote line 2 discount = 7%, quote discount = 8%. Maximum discount level is 10%)

 

Quotation approval needs to be divided into 3 levels:

 

a. For quotes with a "maximum discount level" percentage of up to 5% - the quote is automatically approved

b. For quotes where the "maximum discount level" percentage is between 5% and 10% - the quote approver is the manager of the quote owner (Sales Manager)

c. For quotes with a "maximum discount level" percentage greater than 10% - the quote approver is the SVP sales manager (assign a random user in the system)

 

#Salesforce Admin

5 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Apr 20, 2024, 7:03 AM
    Hello @Bridgette Sender have you tried to create, on the quote object, a MAX roll-up value based on the Quote Line Item's discount field. Thus the max discount value of all related quote lines will be accessible on the quote, for the approval process initiated on the quote. Éric
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