We ran into this issue as well two weeks ago. We even have a bit more complexity. We want it on the line item level, depending on the discount of a specific product we need to start an approval process or have it approved automatically when the discount percentage is below a certain treshold.
The discount property is just not available in a quote based workflow.
Can anyone think of a workaround? Or a 3rd party solution that's affordable?
Im all for this also - we need for a notification to be directed at a specific person based upon which part of the deal is discounted. If its under a certain amount it can go to x, if the payment terms are being asked to be amended it goes to Y
I have been running some tests and I believe at the moment there are two ways we can go about this:
Without turning on the Quote approval setting for ALL quotes
We can create one quote based workflow which enrolls quotes that are associated to a line item that has a calculated total discount as "is greater or equal to" - this means as long as a discount is added above a certain amount, they will require an approval.
We then set the approver as the manager
Then we can set a task or internal email notification to remind them that an approval is required
Alternatively, we can also set it to check the percentage of discount set
With the approval setting turned ON for ALL quotes
When this is turned on, three workflows will be automatically created: One of them called "When quotes require approval"
We can create an if/then branch where we check if there is a discount added to the quotes line items.
Then those who do would go down the branch where they would need to be approved
The quotes that do not, will go down a branch where the following action would be to set the approval status to approved.
