Planning a Workflow Policy That Sends a Discount Notice
In this example, if a sales representative quotes a discount that is greater than 30%, then Siebel CRM must notify the sales manager.
To plan a Workflow Policy that sends a discount notice
Identify the items to monitor, as described in the following table.
What to Monitor Purpose of the Policy A quote that contains a discount that is greater than 30% requires Sales Manager approval.
Notify Sales Manager to review and approve the quote.
Plan the Workflow Policy action, as described in the following table.
Name Workflow Policy Object Workflow Policy Group Duration Description Notify Sales Manager upon Sales Approval
Quote
Low Frequency
0
Notify the manager if a user creates a quote that includes a discount that is greater than 30%.
Plan the Workflow Policy conditions, as shown in the following table.
Field (Column in the Siebel database) Comparison Value Quote Item Discount Percent
>30
Plan the Workflow Policy actions that Siebel CRM runs if the Workflow Policy conditions are met.
You can include dynamic values in the action arguments, such as the email subject and the message template. The following table describes how to configure the Send Email to Sales Manager action.
Action Name Workflow Policy Program Workflow Policy Object Arguments and Substitutions Send Email to Sales Manager
Send Quote Email
Quote
Subject:
Please approve quote discount for [Account].Message Template:
Please approve the quote discount for quote [Quote Number] and notify [Last User First Name] [Last User Last Name].Repeating Message:
The following quote also requires approval: [Quote Number].