Setting Up Line Item Discount Thresholds and Approvals (Doc ID 1635009.1)

Last updated on SEPTEMBER 13, 2016

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.

Goal

Express CPQ leverages the standard Salesforce approval workflow, however the standard approval process cannot trigger approvals based off Quote Line Items. The Pricing module expands the capability of approvals by providing an out-of-the-box solution for line item approvals.

Line item approvals makes it simple for administrators to control discounting and protect margins on products by assigning a discount approval threshold on individual products which, when surpassed, triggers an approval process.

Solution

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