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863Hello,
I would like to know if it is possible under the opportunity to set discount limits per salesperson or salesmanager like an authorization matrix.
A simple scenario would be:
|
Sales Person |
Disc limit |
|
SalesPer1 |
0-10% |
|
Manager1 |
10-15% |
|
Manager2 |
25%+ |
A complex scenario to set limits by product, region, and salesperson:
|
Product Category |
Region |
Sales Person |
Disc limit |
|
Cat A |
US |
SalesPer1 |
0-10% |
|
Cat B |
US |
SalesPer1 |
0-20% |
|
Cat A |
US |
Manager1 |
10-15% |
|
Cat B |
US |
Manager1 |
20-25% |
|
Cat A |
US |
Manager2 |
25%+ |
|
Cat B |
US |
Manager2 |
25%+ |
The main goal is whenever either a salesmanager or salesperson exceeds the discount limit, he shouldn't be able to proceed in creating a quotation and an approval workflow should be going to the higher management to take a decision.
I believe that as an OOB solution the above does not exist and it should be customized to apply the business logic that we want.
What do you suggest as a solution to apply the above requirements? I think that we need a custom setup table to define the criteria per the above condition and a custom plugin that do check the need to restrict exceeding the limit and a cloud flow for the approval process when a custom toggle is enabled to make it automated.
Any help is greatly appreciated.
Thank you,
EBMRay
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