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Manager Approval Process For Quote With Amount Limit For Users

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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.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Manager Approval Process For Quote With Amount Limit For Users

    Hello,

    Create below fields in quote to track approval response -

    Approval status - Approved, Auto Approved, Rejected

    Approval Required - Yes/No

    Approved By - Text

    Approver Comments - Multi Line Text

    Approvers - Multi Line Text

    Now You can write real time workflow to check if Quote amount is greater than Limit then set Approval status

    Set Approval Required field to Yes

    set Approvers - Senior mananer/supervisor Email address (semi colon separated)

    Else

    Set Approval status - Auto Approved

    Approval Required - No

    Now create Power automate which will trigger on Quote entity Approval Required field

    check if Approval Required is yes

    Send Approval request your Power automate approval action - docs.microsoft.com/.../modern-approvals

    Wait for the response ->based on the response ->Update fields on Quote entity

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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