An introduction to requesting approval for a quote

There are different levels of approval for a quote; some quotes require no approval, some go through a process.

You can present a quote to a customer only if the quote is in the Approved status. You can place a request for a quote to be approved. After you place a request for approval of a quote, the quote is automatically approved if the quote does not require any approval. If the quote requires approval, the quote must be approved by the approvers before it can be presented to a customer.

An approval is required for a quote if any or all of the following conditions are met:

  • Any of the products in a quote fails validation. For example, a product in a quote may fail validation because the quantity of the product is either less than the minimum order quantity or more than the maximum order quantity configured for that product.
  • Any of the products in a quote violates an approval rule. For example, let us suppose that an approval rule has been configured such that the quote requires approval every time the expiration date of the quote is modified. In such a scenario, if you modify the expiration date of the quote, the quote must be approved by an approver before you can present it to a customer.
  • The adjustments applied to a quote or any of the products in a quote under a manual pricing rule exceed the maximum discount limit configured for a rule. For example, if the maximum discount limit configured for a 32'' LCD television under a manual pricing rule is 5%, and you offer a discount of 7% to a customer, the quote must be approved before you can present it to the customer.

If a product in a quote fails validation, the Problem Line icon is displayed under the Product column in the Quote Details screen, with the hover help indicating that the product has failed validation. For example, if a quote contains a product line with quantity less than the minimum order quantity configured for the product, you cannot present the quote to a customer until the quote is approved by an approver.

If the adjustments applied to any of the products in a quote exceed the maximum limit that is allowed under a pricing rule, the Pricing Rule Violation icon is displayed under the Adjustment column in the Quote Details screen, with the hover help indicating that approval is required for the line. For example, let us suppose that the maximum discount that can be applied to an LCD television under a pricing rule is 5%. During the process of negotiations with a customer, you may offer a 7% discount. In such a scenario, you must send the quote for approval to your approver.

Note: Ensure that you have made all the necessary modifications to the quote before sending the quote for approval. After a quote is sent for approval, you cannot perform any modifications to the quote.