1 About This Recipe
Use this recipe to manage discount approvals for a sales team through Oracle Cloud Infrastructure Process Automation.
Note:
The recipe is meant only for guidance and is not warranted to be error-free.
Overview
This recipe provides a mechanism to manage the discount-approval lifecycle for a quote associated with a sales opportunity.
To use the recipe, you must create a process application using the recipe, and configure the roles and other resources of the recipe. When a sales representative submits a discount request (with opportunity, quote, and discount details), the process flow of the recipe is triggered. It directs the request to a sales manager for approval of individual items in the request, and then to a regional sales manager for an overall approval. If the request is approved, the process flow can communicate the discount approval to an external system (for example, a CRM system) for recording. For this, you’ll have to configure a connector to the third-party system. Finally, a confirmation message is sent to the sales representative’s email address.