Deal Registration Approval (Doc ID 2132063.1)

Last updated on APRIL 29, 2016

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.10.0.0 and later
Information in this document applies to any platform.

Goal

Currently in system user have set the Default Approver using Functional Setup Manager.

But user want to allow group of people to approve the Deal registration based on role.

 

So  any document on Deal Approval process. and how to set Approver on Deal registration based on role?

The use case here is

There is a Partner Org say - 'Partner Account'
'Sales2' (CSM) is the owner of the 'Partner Account'
Deal is submitted by a partner resource - 'Rep3'

User wants Deal to go to 'Sales2' for approval.

The deal should go to the CSM user who owns the Partner Org for approval NOT anyone with "Channel Manager" role.

Solution

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