Can we set workflow that if Invoice discount is given more than x% trigger for approval?

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Posted on by Joannechong

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Are we able to set work flow to management the sales person on the amount of discount he released? like authority limit per sales staff based on certain condition?

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Joannechong 160 on at

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RE: Can we set workflow that if Invoice discount is given more than x% trigger for approval?

Are we able to set the work flow to disallow total Discount per customer is not more than 15% of the sales its previous month?
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Binesh 7,885 on at

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RE: Can we set workflow that if Invoice discount is given more than x% trigger for approval?

Hello,

you an use the standard "Sales Invoice Approval Workflow" from workflow template by adding the additional condition as shown below.

Note: You can apply the filters which are exist in the table Sales Header / Sales line.