This section describes how to set up Quote Authorization Rules if you want to specify parameters under which Sales Quotes can be approved. For example, you can assign general Sales staff a Price, Cost, or Margin limit for approving Quotes, while granting the Sales Management and Executive teams different approval amounts
To create Quote Authorization Rules, complete the following steps:
- Go to Sales > Sales Admin > Extended Quote Authorization Rules and click the ADD icon. A blank Quote Authorization Add form will open
- Add details to the form:
- Title – a description of the rule that displays in the Quote Authorization Rule List grid
- Authorizer – the User who will receive the authorization message when attempting to authorize a Quote, should the rule apply
- Branch – the Branch that applies to the authorization rule
- Department – the Department that applies to the authorization rule
- Sale Type – the Type of Sale related to the authorization. By default, the list is from the general code UNIFIEDTYP
- Sub Total Max – the value that displays in the Sub field in the main Sale tab of the Quote form
- Cost Max – the value that displays in the Total field in the main Sale tab of the Quote form
- Margin Min – the Minimum Margin Percentage required for the Quote to be authorized, using the GM% field in the main Sale tab of the Quote form
- Enable check box – specifies that the rule is active. If un-checked, the rule will not apply to Quote authorization
- Failure Message – this error displays when the rule applies and Quote authorization is denied
- Click the SAVE icon
For additional detailed instruction, use case and example, please refer to Extended Quote Authorization Rules