Assign Deal to the Next Level for Approval Based on Revenue Variation

Until now, if the Assign Only If In Range field in the respective deal type was set to Yes, the system used to assign the deal to the next level in the approval hierarchy only if the profitability, profit variation, and/or revenue of the deal was within the specified range limit of the next level. Now, in addition, you can use the following two attributes while defining a criteria for each approval level in the approval hierarchy:

• Minimum Revenue Variation

• Maximum Revenue Variation

Note that you can specify the minimum and maximum revenue variation only in percentage and not in flat amount. Let us assume that the following criteria is defined for different levels in a deal approval profile:

While simulating the deal, the system checks whether the criteria of Level 0 (i.e. relationship manager) is satisfied. It executes the criteria with sequence 10. As the criteria operator of the respective sequence is set to AND, the system checks the following:

• Whether the deal profit variation is within the 11-30 range

• Whether the deal revenue variation is within the 11-30 range

If both the above conditions are met, the deal is automatically approved by the relationship manager. However, if both the conditions are not met, the relationship manager (at Level 0) sends the deal to the next level for approval. The system checks whether the criteria of Level 1 is satisfied. It first executes the criteria with sequence 10. As the criteria operator of the respective sequence is set to AND, the system checks the following:

• Whether the deal profit variation is within the 31-60 range

• Whether the deal revenue variation is within the 31-60 range

If both the above conditions are met, the system assigns the deal to the users of Level 1 for approval. However, if both the conditions are not met, the system executes the criteria with the subsequent sequence. As the criteria operator of the subsequent sequence is set to AND, the system checks the following:

• Whether the deal profit variation is within the 0-10 range

• Whether the deal revenue variation is within the 0-10 range

If both the above conditions are met, the system assigns the deal to the users of Level 1 for approval. But, if both the above conditions are not met, the system checks whether the criteria of Level 2 is satisfied. It first executes the criteria with sequence 10. As the criteria operator of the respective sequence is set to OR, the system checks the following:

• Whether the deal profit variation is within the -99999-0 range

• Whether the deal revenue variation is within the -99999-0 range

If either of the above conditions is met, the system assigns the deal to the users of Level 2 for approval. However, if both the conditions are not met, the system executes the criteria with the subsequent sequence. As the criteria operator of the subsequent sequence is set to OR, the system checks the following:

• Whether the deal profit variation is within the 61-99999 range

• Whether the deal revenue variation is within the 61-99999 range

If either of the above conditions is met, the system assigns the deal to the users of Level 2 for approval. But, if both the above conditions are not met, the deal is not assigned to any level for approval.