CRM2011 - Approval function? RRS feed

  • Question

  • Hi all,

    I encountered an issue that I dont have any idea if CRM2011 can fulfill or How it can fulfill, which need your comments and advise...

    I received a requirement from my client that, he wish to have a approval function in the quote or order form of CRM..

    His idea is that, a product should have its standard price, which is its general price to all customer; But due to some condition, discount or extra cost will be mark to the quote or order, and such discount or extra cost should not be marked, unless it is approved by the sales manager.

    After some tries and investigations, I found that, in CRM2011, products and quote are linkup by a price list;And price can be set as default or override by user with update and create rights with quote. But once user with update rights, the they can set the price themself without anyones approve(since they have the rights in quote already). May I ask do I make any mistake of this? if so, may I ask what it is please? On the other hand, if I am correct, may I ask if the CRM2011 still be able to implement corresponding idea please?

    Please comment and advise, many thanks

    • Edited by Ksun_Chan Monday, July 30, 2012 1:48 AM
    Monday, July 30, 2012 1:40 AM


All replies

  • Hi,

    For approval the best CRM 2011 features is workflows and plugin, on the field update you can trigger a workflow to that sales manager for approvals, if he approved further steps will follow. Anyone update that field means automatically you can assign it to the sales manager for approval.

    Create a role based form for sales manager and sales person.

    Thanks & Regards, MS CRM Consultant, V.Surya. My Blog: http://inventcrm.wordpress.com/

    • Proposed as answer by SuryaMSCRMEditor Monday, July 30, 2012 8:00 AM
    • Marked as answer by Ksun_Chan Wednesday, August 1, 2012 1:50 AM
    Monday, July 30, 2012 5:49 AM
  • Hi Surya, thanks for your reply, but I still in confuse of the idea...

    Do you mean that, once the discount amount of the quote is changed; Or the button "Override Price" is selected and current login user is not the sales manager, workflow assign corresponding quote to the manager? So can halt the sales action and alert the manager; And once he viewed the price or discount is correct, re-assign corresponding quote/order to the original sales?

    I do think about this, but I am in confuse about how can i verify current login user is the manager....

    • Edited by Ksun_Chan Monday, July 30, 2012 7:50 AM
    Monday, July 30, 2012 7:47 AM
  • Hi,

    For sales manager only you going to create a role based form, for other another form. So anyone apart from sales manager update or change the value on quote disocunt field the workflow triggers and record assign to sales manager and once the sales manager approved again workflow triggers and assign to original owner.

    Thanks & Regards, MS CRM Consultant, V.Surya. My Blog: http://inventcrm.wordpress.com/

    Monday, July 30, 2012 8:00 AM
  • Hi Surya.

    oh, so that is to change to owner (e,g SA)to block the continue process of selected quote from the sales and copy the modified information to a new form which only can be view by manager and list the changed fields.....then once manager trigger something of the new form, auto assign the owner from SA to original sales? is that what you mean?

    I understand now, but sorry about to bother you again; may I ask one more question about is that possible or any idea to verify current login user? because corresponding workflow should not be trigger if loggined user is the manager himself. but on the document I read, I dont find ways to verify the role or login by java script; or by owner during update event in plug in....


    Monday, July 30, 2012 8:52 AM
    • Marked as answer by Ksun_Chan Wednesday, August 1, 2012 1:50 AM
    Monday, July 30, 2012 11:13 AM
  • oh, thanks Surya, thank so much for your idea and advise.I will try on them and work on the requirement.
    Wednesday, August 1, 2012 1:50 AM