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Customer experience | Sales, Customer Insights,...
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Manager Approval Process For Invoice With Amount Limit For Users

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Posted on by 15

Hello All,

There is a scenario, which needs some guidance, related to Sales -- Quote Approval.

Scenario is --

User will have a prescribed amount limit for a quote (total amount), which he or she can self approve and if quote is beyond the amount limit it should go to the senior / manager or supervisor for approval.

Example - Jon Snow has limit of $1500, if the quote total amount is $1600 then the request should redirect to supervisor.

Workaround would be really helpful.

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