Discount Approval in SOM Quote Management

[ymerkle]

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".

 

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!

[ymerkle]

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?

[debdbiswas]

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?