Versions Compared
| Version | Old Version 5 | New Version 6 |
|---|---|---|
| Changes made by | ||
| Saved on |
Key
- This line was added.
- This line was removed.
- Formatting was changed.
| Table of Contents |
|---|
Basic information on the approval process with appero quote
With the help of individual approval processes, for example, quotes that are prepared jointly by internal as well as and external teams, for example, can be better controlled. appero quote optionally triggers the approval process, which is available as a function in the Salesforce standard, on the basis of predefined criteria.
For example, the following cases are covered:
When a certain percentage total discount is reached.
When the price falls below a certain lower price limit for a specific product
The basic settings for a possible approval process can be made in the "Settings" in the "Admin" tab within the quote editor. Further criteria, e.g. approvals depending on a certain offer amount, can be configured at the approval process itself. This and the associated email notifications are configured on the Salesforce side.
facilitates the assignment of criteria that can be queried in the approval process and controls the editing options until approval.
The approval process itself and the associated notifications are configured in Salesforce Standard.
Settings in appero quote Setup
| Note |
|---|
The following explanations refer to the Simplified Approval Logic, which is activated via the Settings > Approval > "Use Simplified Approval Logic" (setup text name If this parameter is activated, the system checks whether there is an active approval process on the Quote object in the Salesforce instance:
|
Display of Quote Action Buttons
The "Use Simplified Approval Logic" parameter essentially controls the action buttons on the quote record page. For example, you can specify that a quote that has not yet been approved should be blocked from being sent by email or that an approved quote should no longer be able to be edited.
When the approval process is active, the display of the buttons in the background is controlled via the "Approval" sf42_quotefx__SF42_QuoApproval__c field. For example, the following buttons are displayed for a new, active quote:
Quote status | Value in Field "Approval" | Available editing options |
|---|---|---|
| N/A = Stage Draft (with an active approval process) |
|
| Pending |
|
| Approved |
|
| Declined |
|
| Recall | Must be configured individually |
| Note |
|---|
If you want to use a different configuration of the buttons than suggested in the standard version, please contact your product support. |
Further settings in relation to the approval process
Two further settings can optionally be used when the approval process is active
Setting | Type | Parameter Name | Parameter Textblock | Note |
|---|---|---|---|---|
Show 'draft' until approval | Option switch | ShowDraft | true / false | Controls the display of a watermark with the word "Draft" on the quote PDF for quotes that have not yet been approved.
|
Show Approval Levels in Editor | Option switch | showApprovalLevelsInEditor | true / false | Useful in connection with lower price limits (via Lower Price Limits (via Product Property Price Calculation)). Represents the value of the field sf42_quotefx__SF42_ApprovalLevel__c on the badge of the quote line item in the Editor. Level 1, 2, 3 are supported. |
Hilfreiche Felder auf dem Angebotsdatensatz
To make it easier for you to access certain criteria in the actual approval process, some values are automatically calculated on The Quote Record in Salesforce.
Field in Salesforce | API-Field name | Explanation |
|---|---|---|
Total Discount | sf42_quotefx__SF42_QuoTotalDiscount__c | This field shows the total discount of the quote as an amount. |
Gesamtrabatt (%) | sf42_quotefx__SF42_QuoTotalDiscountPercent__c | This field shows the total discount of the quote as a percentage. |
Approval Level | sf42_quotefx__SF42_ApprovalLevel__c | Is filled for products with lower price limits (via Lower Price Limits (via Product Property Price Calculation) ) Level 0, 1 and 2 are displayed as standard. |
Approval | sf42_quotefx__SF42_QuoApproval__c | Picklist indicating the stage in the approval process:
|
| Note |
|---|
The process described here is greatly simplified. Please do not hesitate to contact us regarding possible trigger criteria or multi-stage approval processes. |
Related Links
Approve quote
Admin Settings - Approval