Discount Approval in SOM Quote Management

ymerkle
Tera Contributor

‎08-21-2025 06:46 AM

Hello everyone,

I am currently trying to setup an approval flow for the quote management. I would like to use the OOTB button "Submit for Approval".

 Screenshot 2025-08-21 at 15.42.19.png

I thought it could be with the Quote Task object? Anyone any suggestions how to set it up.

The logic I was thinking of:
Setting discount percentages

<5% = Auto-approved

5%>x<10% = Sales Manager to approve

15%> = Sales Manager to approve

 

I would appreciate any tips! Thank you!

Labels:
0 Helpfuls
  • 1,162 Views
3 REPLIES 3

ymerkle
Tera Contributor

‎08-21-2025 10:11 AM

I guess if I want to change the behavior, I need to change the UI Action. How about changing the status of the Quote to "Pending Approval" when clicking on the "Submit for Approval" button and then triggering a flow to decide whether it gets auto-approved or directed to respective managers?

ymerkle_0-1755796180869.png

 

0 Helpfuls

debdbiswas
Tera Contributor
In response to ymerkle

‎08-27-2025 04:41 AM

Were you able to make it work? We noticed that changing anything on this OOTB UI action does not reflect on the Quote. Are you facing the same issue?

0 Helpfuls

Jesufair J
Tera Contributor
In response to ymerkle

2 weeks ago

In UI Action, you can change the state and trigger the flow based on that state change.

Then, call the Quote line item and its product to fetch the discount details.

Once that done, based on the condition, can move on to the approval process. Since its the same approval manager for both cases, it will not be much complex.

0 Helpfuls