Discount approval

Step by step

1. Request Sales Rep

   Sales Rep records line or header concessions, their business justification and any special terms. Submission freezes the complete quote version, including configuration, service periods, billing plan, prices and terms. A submitted proposal cannot be edited while the reviewer is deciding it.

   • Complete request frozen for review
   • Updates Quotes, Quote discounts, Quote versions, Quote version lines

2. Measure Sales Rep

   Sales Rep’s submission invokes the pricing checks. Line and discretionary header discounts increase the routed concession on the comparable list basis; protected system bundle benefits are separately identified. Effective floors include all allocated discounts. Zero-list and unknown-cost cases require their explicit treatment, and non-standard terms add the Deal Desk review.

   • Routed concession, floors and terms exceptions established
   • Updates Quote discount allocations, Quote version lines, Quotes

3. Route Sales Rep

   Sales Rep follows the resulting review queue while the workflow resolves active authority from the versioned matrix. Manager and executive tiers create the required named steps; assigned terms steps go to Deal Desk. Gaps, overlapping boundaries or missing signers hold routing. Chained tiers and parallel groups retain their completion requirements.

   • Required authority resolved or routing held
   • Updates Discount approval matrix, Users, Discount approval steps, Quote versions

4. Decide Sales Manager or Executive Approver or Deal Desk

   Sales Manager reviews assigned manager-tier requests, Executive Approver handles assigned upper-tier and floor decisions, and Deal Desk handles assigned pending terms steps. Each approves or rejects the immutable packet with evidence. Quote owners and material editors cannot supply its independent approval, including a manager who helped edit the proposal.

   • Assigned reviewer records the decision
   • Updates Discount approval steps, Quote versions, Approval delegations
   ApprovalA person approves before the work moves on.

5. Clear or revise Sales Rep

   Sales Rep can send only the revision with every required obligation resolved. A rejection remains in history; the permitted withdrawal or revision creates a fresh draft and new review work. Changing configuration, value, service dates or clauses after approval requires renewed checks rather than reuse of the earlier decision.

   • Cleared revision retained or fresh review started
   • Updates Quotes, Quote versions, Quote discounts, Discount approval steps

6. Delegate or escalate Sales Manager or Executive Approver or Deal Desk

   Sales Manager or Executive Approver requests approved delegation; Deal Desk uses only an applicable approved terms grant. Escalation follows the frozen policy. A delegate must have live scoped authority and no ownership or editor conflict, and still records Approved or Rejected. Escalation explicitly replaces or preserves the affected obligation; the highest-tier timeout remains unresolved for intervention.

   • Actual authority and outstanding obligations remain traceable
   • Updates Approval delegations, Discount approval steps, Users

Sales Rep

Requests and revises.

Sales Manager

Decides eligible team concessions.

Executive Approver

Decides assigned upper-tier and floor requests.

Deal Desk

Decides assigned terms steps.

Admin

Maintains the governed matrix and resolves configuration gaps through the required review.