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Approve Discounts in Industries CPQ
If your business requires you to request an approval for a discount, you can do so by using the Discount Approval button in the Industries CPQ Cart. By default, discounts are set to be auto-approved.
The Discount Approval button invokes an OmniScript which calls the Integration Procedure (IP), CPQ/Submit Discounts for Approval. The IP invokes a remote action which submits all discounts for approval that have a status of Not Submitted. You can enable the discount status to require approvals or set it to be approved automatically using the CMT Administration Console.
For approval status implementation, see ApprovalStatusInterface and DefaultApprovalStatusImplementation.
- Know Your Approver.
- Enable Discount Approvals in Industries CPQ.
- Submit Discounts for Approval in Industries CPQ.
- Know Your Approver
In Industries CPQ (Configure, Price, Quote), the person who approves discount submissions depends on the approval process setup in your organization. Different criteria, like discount percentage, product type, or deal size, can affect who the approver is. - Enable Discount Approvals in Industries CPQ
Before you can use the discount approval process, you must enable the feature in CME Adminstration. - Submit Discounts for Approval in Industries CPQ
To manage discounts for quotes and orders in the Industries CPQ Cart, discounts have four states. You can approve discounts from the cart.
