Work by role and account
Sales Rep access follows owned quotes and accounts. Sales Manager access covers the assigned team. Connected services and assistants need their own scoped identities.
Roles and permissions
Give sales, Deal Desk and finance the access and authority their work needs.
Sales prepares the offer, approvers review the exceptions, Deal Desk checks the agreement and order, and finance manages billing and collection. CPQ & Quote-to-Cash separates permission to view or prepare work from authority to decide it.
Permissions
Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.
| Table | Product Manager | Pricing Manager | Sales Rep | Sales Manager | Executive Approver | Deal Desk | Billing Specialist |
|---|---|---|---|---|---|---|---|
| master | |||||||
Contacts | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Create Contacts for own Accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Opportunities | —No table-specific permission stated | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Products | Manage / maintain: Manage Draft revisions of Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, RuleConditions, RuleActions | View: View Products, OptionGroups, ProductOptions, Quotes, QuoteLines, QuoteDiscounts, QuoteDiscountAllocations | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ProductRules | Manage / maintain: Manage Draft revisions of Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, RuleConditions, RuleActions | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PriceBooks | View: View PriceBooks, PriceBookEntries, Quotes, QuoteLines, QuoteVersionLines, ConfigurationRuleHits | Manage / maintain: Manage Draft revisions of PriceBooks, PriceBookEntries, BundleDiscounts, BundleRequiredProducts | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BundleDiscounts | —No table-specific permission stated | Manage / maintain: Manage Draft revisions of PriceBooks, PriceBookEntries, BundleDiscounts, BundleRequiredProducts | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
QuoteTemplates | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Draft revisions of QuoteTemplates and ContractTemplates and submit MasterChanges | —No table-specific permission stated |
ContractTemplates | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Draft revisions of QuoteTemplates and ContractTemplates and submit MasterChanges | —No table-specific permission stated |
CreditMemos | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve or reject Submitted CreditMemos above requester's captured CreditApprovalLimit | —No table-specific permission stated | Specific actions: Submit CreditMemos and self-confirm only within captured authorized CreditApprovalLimit |
QuoteVersionLines | View: View PriceBooks, PriceBookEntries, Quotes, QuoteLines, QuoteVersionLines, ConfigurationRuleHits | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | View: View all masters, QuoteVersions, QuoteVersionLines, ContractLines, Contracts, SalesOrders, Invoices, ConfigurationRuleHits | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ContractLines | —No table-specific permission stated | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | View: View all masters, QuoteVersions, QuoteVersionLines, ContractLines, Contracts, SalesOrders, Invoices, ConfigurationRuleHits | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
FinanceAdjustments | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve FinanceAdjustments requiring independent review | —No table-specific permission stated | —No table-specific permission stated |
| transaction | |||||||
Quotes | View: View PriceBooks, PriceBookEntries, Quotes, QuoteLines, QuoteVersionLines, ConfigurationRuleHits | View: View Products, OptionGroups, ProductOptions, Quotes, QuoteLines, QuoteDiscounts, QuoteDiscountAllocations | Manage / maintain: Manage Draft Quotes, QuoteLines, QuoteLineOptions, manual QuoteDiscounts, BillingMilestones where Quotes.Owner = self; Submit Quotes; Record written acceptance with evidence for ForReview Quotes | Manage / maintain: Manage team Draft Quotes, QuoteLines, QuoteLineOptions and manual QuoteDiscounts where Quotes.Owner.Manager = self | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
QuoteVersions | —No table-specific permission stated | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | View: View all masters, QuoteVersions, QuoteVersionLines, ContractLines, Contracts, SalesOrders, Invoices, ConfigurationRuleHits | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
EQuoteEnvelopes | —No table-specific permission stated | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Contracts | —No table-specific permission stated | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | View: View all masters, QuoteVersions, QuoteVersionLines, ContractLines, Contracts, SalesOrders, Invoices, ConfigurationRuleHits | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
SalesOrders | —No table-specific permission stated | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | View: View all masters, QuoteVersions, QuoteVersionLines, ContractLines, Contracts, SalesOrders, Invoices, ConfigurationRuleHits | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
QuoteDiscountAllocations | —No table-specific permission stated | View: View Products, OptionGroups, ProductOptions, Quotes, QuoteLines, QuoteDiscounts, QuoteDiscountAllocations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ApprovalDelegations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Submit ApprovalDelegations for self | Specific actions: Submit ApprovalDelegations for self; Approve independent MasterChanges and ApprovalDelegations | —No table-specific permission stated | —No table-specific permission stated |
MasterChanges | Specific actions: Create and submit MasterChanges for Catalog and Rules | Specific actions: Create and submit MasterChanges for Pricing | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve independent MasterChanges and ApprovalDelegations | Manage / maintain: Manage Draft revisions of QuoteTemplates and ContractTemplates and submit MasterChanges | —No table-specific permission stated |
ConfigurationRuleHits | View: View PriceBooks, PriceBookEntries, Quotes, QuoteLines, QuoteVersionLines, ConfigurationRuleHits | —No table-specific permission stated | —No table-specific permission stated | View: View all masters, QuoteVersions, QuoteVersionLines, ContractLines, Contracts, SalesOrders, Invoices, ConfigurationRuleHits | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RenewalDecisions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record evidenced RenewalDecisions | —No table-specific permission stated |
| line item | |||||||
OptionGroups | Manage / maintain: Manage Draft revisions of Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, RuleConditions, RuleActions | View: View Products, OptionGroups, ProductOptions, Quotes, QuoteLines, QuoteDiscounts, QuoteDiscountAllocations | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ProductOptions | Manage / maintain: Manage Draft revisions of Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, RuleConditions, RuleActions | View: View Products, OptionGroups, ProductOptions, Quotes, QuoteLines, QuoteDiscounts, QuoteDiscountAllocations | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BundleComponents | Manage / maintain: Manage Draft revisions of Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, RuleConditions, RuleActions | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RuleConditions | Manage / maintain: Manage Draft revisions of Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, RuleConditions, RuleActions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RuleActions | Manage / maintain: Manage Draft revisions of Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, RuleConditions, RuleActions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PriceBookEntries | View: View PriceBooks, PriceBookEntries, Quotes, QuoteLines, QuoteVersionLines, ConfigurationRuleHits | Manage / maintain: Manage Draft revisions of PriceBooks, PriceBookEntries, BundleDiscounts, BundleRequiredProducts | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BundleRequiredProducts | —No table-specific permission stated | Manage / maintain: Manage Draft revisions of PriceBooks, PriceBookEntries, BundleDiscounts, BundleRequiredProducts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
QuoteLines | View: View PriceBooks, PriceBookEntries, Quotes, QuoteLines, QuoteVersionLines, ConfigurationRuleHits | View: View Products, OptionGroups, ProductOptions, Quotes, QuoteLines, QuoteDiscounts, QuoteDiscountAllocations | Manage / maintain: Manage Draft Quotes, QuoteLines, QuoteLineOptions, manual QuoteDiscounts, BillingMilestones where Quotes.Owner = self | Manage / maintain: Manage team Draft Quotes, QuoteLines, QuoteLineOptions and manual QuoteDiscounts where Quotes.Owner.Manager = self | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
QuoteLineOptions | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Draft Quotes, QuoteLines, QuoteLineOptions, manual QuoteDiscounts, BillingMilestones where Quotes.Owner = self | Manage / maintain: Manage team Draft Quotes, QuoteLines, QuoteLineOptions and manual QuoteDiscounts where Quotes.Owner.Manager = self | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
QuoteDiscounts | —No table-specific permission stated | View: View Products, OptionGroups, ProductOptions, Quotes, QuoteLines, QuoteDiscounts, QuoteDiscountAllocations | Manage / maintain: Manage Draft Quotes, QuoteLines, QuoteLineOptions, manual QuoteDiscounts, BillingMilestones where Quotes.Owner = self | Manage / maintain: Manage team Draft Quotes, QuoteLines, QuoteLineOptions and manual QuoteDiscounts where Quotes.Owner.Manager = self | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BillingMilestones | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Draft Quotes, QuoteLines, QuoteLineOptions, manual QuoteDiscounts, BillingMilestones where Quotes.Owner = self | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
DiscountApprovalSteps | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve or reject assigned Pending DiscountApprovalSteps where active, eligible and independent of the version owner/material editors | Specific actions: Approve or reject assigned Pending DiscountApprovalSteps where independent and eligible | Specific actions: Approve or reject assigned Pending DiscountApprovalSteps where ApprovalType = Terms and independent of owner/material editors | —No table-specific permission stated |
EQuoteEvents | —No table-specific permission stated | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
| finance | |||||||
Accounts | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Create Contacts for own Accounts; View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Invoices | —No table-specific permission stated | —No table-specific permission stated | View: View Accounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts | View: View all masters, QuoteVersions, QuoteVersionLines, ContractLines, Contracts, SalesOrders, Invoices, ConfigurationRuleHits | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Run billing and send final Invoices |
Payments | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record Payments and post eligible PaymentApplications and AccountCreditApplications through atomic actions |
PaymentApplications | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record Payments and post eligible PaymentApplications and AccountCreditApplications through atomic actions |
AccountCreditApplications | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record Payments and post eligible PaymentApplications and AccountCreditApplications through atomic actions |
- Product ManagerAccess catalog and configuration rule reports
- Pricing ManagerAccess pricing and discount reports
- Sales RepWithdraw eligible unaccepted revisions through controlled actions
- Sales ManagerAccess team and discount reports
- Executive ApproverAccess all reports
- Deal DeskSend approved contract packets
How permissions work
7 rulesReview the submitted proposal
Approval decisions belong to a frozen quote revision. The owner and people who materially edited that revision cannot approve it. A changed proposal needs a fresh review.
Keep decisions specific
Sales Manager and Executive Approver decide their assigned discount or floor steps. Deal Desk decides assigned pending terms steps. An automatic discount band does not remove another required review.
Make delegation traceable
Coverage must have an eligible person, explicit scope and valid dates. The decision retains both the actual signer and the authority used; delegation does not count as approval by itself.
Check the agreement and order
Deal Desk verifies executed terms before confirming and releasing the associated order. Seeing a signed document does not bypass purchase order, credit or release checks.
Protect financial history
Billing Specialist activates agreed schedules, applies payments and prepares credits through controlled actions. Eligible credits within the configured limit can be confirmed by that specialist; larger requests require an independent Executive Approver. Posted amounts are corrected with linked records.
Review policy changes
Catalog, prices, rules, templates and approval policy need a recorded change and authorized activation. Admin access does not make accepted proposals, signatures or financial history editable.
The roles
Product Manager
Prepares catalog, option, bundle and configuration-rule revisions, tests convergence and requests activation. Cannot silently change an active version already used by a quote.
Permissions and screens
ManageDraft revisions of Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, RuleConditions, RuleActionsCreateand submit MasterChanges for Catalog and RulesViewPriceBooks, PriceBookEntries, Quotes, QuoteLines, QuoteVersionLines, ConfigurationRuleHitsAccesscatalog and configuration rule reports
Active = true
| SKU | Name | Family | Type | Base Price |
|---|---|---|---|---|
| SKU-557 | Product 193 | FML-219 | Standalone | 530 |
| SKU-390 | Product 642 | FML-861 | Bundle | 280 |
| SKU-905 | Product 599 | FML-781 | Subscription | 240 |
| SKU-647 | Product 516 | FML-337 | Service | 160 |
| SKU-344 | Product 707 | FML-992 | Addon. A Bundle has BundleComponents | 720 |
| SKU-458 | Product 446 | FML-788 | Standalone | 340 |
Pricing Manager
Prepares reviewed price-book entries, quantity breaks, costs, floors and promotion rules. Account default-book changes select an already active compatible book; quote revisions retain their own approved prices.
Permissions and screens
ManageDraft revisions of PriceBooks, PriceBookEntries, BundleDiscounts, BundleRequiredProductsCreateand submit MasterChanges for PricingSetAccounts.DefaultPriceBook to an active reviewed bookViewProducts, OptionGroups, ProductOptions, Quotes, QuoteLines, QuoteDiscounts, QuoteDiscountAllocationsAccesspricing and discount reports
Active = truedue todayEffectiveEnd IS EMPTY or EffectiveEnd >= today
| Book Code | Name | Segment | Effective Start | Effective End |
|---|---|---|---|---|
| BC-385 | Book 621 | Standard | 10 Sep | 19 Sep |
| BC-137 | Book 736 | Enterprise | 08 Sep | 16 Sep |
| BC-232 | Book 774 | Partner | 11 Sep | 17 Sep |
| BC-671 | Book 275 | Promotion | 10 Sep | 16 Sep |
| BC-408 | Book 445 | Standard | 11 Sep | 19 Sep |
| BC-529 | Book 756 | Enterprise | 15 Sep | 20 Sep |
Sales Rep
Builds and submits their own Draft quote revisions, sends approved versions and records evidenced written acceptance for the ForReview path. Cannot write automatic bundle provenance, approval decisions, signature outcomes or accepted financial totals. An accepted version is changed only through a separately approved linked amendment.
Permissions and screens
ManageDraft Quotes, QuoteLines, QuoteLineOptions, manual QuoteDiscounts, BillingMilestones where Quotes.Owner = selfSubmitQuotesWithdraweligible unaccepted revisions through controlled actionsSendcurrent approved QuoteVersionsRecordwritten acceptance with evidence for ForReview QuotesCreateContacts for own AccountsMapOpportunityItems for own opportunities to active ProductsViewAccounts, Opportunities, Products, OptionGroups, ProductOptions, BundleComponents, ProductRules, PriceBooks, PriceBookEntries, BundleDiscounts, QuoteVersions, QuoteVersionLines, EQuoteEnvelopes, EQuoteEvents, Contracts, ContractLines, SalesOrders, Invoices for own accounts
My Open QuotesDraft
Quote NumberAccountQuote TypeStatus
Renewal
Sent, Awaiting BuyerSent
QuoteContractDocument TypeRecipient
Contract
Contracts Up for RenewalActive
Contract NumberAccountOwnerStart Date
YouStatusDraftSubmittedApprovedSent
Sales Manager
Supervises team quotes and may edit a team Draft. A person who owned or materially edited the reviewed version cannot approve its discount, floor or terms decisions. Reassignment does not remove that exclusion. Proposes a named time-bounded delegate rather than transferring blanket authority.
Permissions and screens
Manageteam Draft Quotes, QuoteLines, QuoteLineOptions and manual QuoteDiscounts where Quotes.Owner.Manager = selfApproveor reject assigned Pending DiscountApprovalSteps where active, eligible and independent of the version owner/material editorsReassignDraft Quotes.OwnerSubmitApprovalDelegations for selfViewall masters, QuoteVersions, QuoteVersionLines, ContractLines, Contracts, SalesOrders, Invoices, ConfigurationRuleHitsAccessteam and discount reports
Quotes Awaiting ApprovalSubmitted
Quote NumberOwnerAccountGrand Total
My Open QuotesDraft
Quote NumberAccountQuote TypeStatus
Renewal
Team Quote PipelineDraft
Quote NumberOwnerAccountQuote Type
Renewal
Submitted
- QTS-84780 ACC-73085 8 d
- QTS-12261 ACC-56033 10 d
- QTS-22242 ACC-87671 11 d
- QTS-70654 ACC-99059 in 3 d
- QTS-65558 ACC-81941 6 d
QTS-84780
- Owner
- BF
- Account
- ACC-73085
- GrandTotal
- 550
- DiscountPercent
- 1
- MarginPercent
- 29
Approval conditions.
Executive Approver
Acts in the configured VP sales, CFO or CEO tier, with named-user resolution frozen at submission. Decides assigned upper-tier and floor steps, above-limit credit requests, and independent refund/return reviews. Does not edit quote prices or scope. May independently approve master/delegation changes outside their editor or beneficiary set.
Permissions and screens
Approveor reject assigned Pending DiscountApprovalSteps where independent and eligibleApproveor reject Submitted CreditMemos above requester's captured CreditApprovalLimitApproveFinanceAdjustments requiring independent reviewSubmitApprovalDelegations for selfApproveindependent MasterChanges and ApprovalDelegationsViewall tablesAccessall reports
Submitted
- QTS-84780 ACC-73085 8 d
- QTS-12261 ACC-56033 10 d
- QTS-22242 ACC-87671 11 d
- QTS-70654 ACC-99059 in 3 d
- QTS-65558 ACC-81941 6 d
QTS-84780
- Owner
- BF
- Account
- ACC-73085
- GrandTotal
- 550
- DiscountPercent
- 1
- MarginPercent
- 29
Approval conditions.
Deal Desk
Owns assigned non-standard terms decisions, contract execution checks, and order confirmation/release. Prepares template changes but cannot activate its own changes. Contract verification records the exact executed terms hash; a Signed flag alone is insufficient. Where Deal Desk materially edits quote terms, another eligible Deal Desk reviewer must decide the corresponding Terms step.
Permissions and screens
ManageDraft revisions of QuoteTemplates and ContractTemplates and submit MasterChangesPrepareDraft Contracts and pending ContractLines from accepted versionsApproveor reject assigned Pending DiscountApprovalSteps where ApprovalType = Terms and independent of owner/material editorsSendapproved contract packetsVerifyexecuted Contracts and ContractLines as Deal DeskPrepareDraft SalesOrders and OrderAllocations within accepted remaining scopeConfirmand release SalesOrders after all current controls passRecordevidenced RenewalDecisions
Quotes Awaiting ApprovalSubmitted
Quote NumberOwnerAccountGrand Total
Orders Awaiting ConfirmationDraft
Sales Order NumberAccountQuoteContract
Sent, Awaiting BuyerSent
QuoteContractDocument TypeRecipient
Contract
Submitted
- QTS-84780 ACC-73085 8 d
- QTS-12261 ACC-56033 10 d
- QTS-22242 ACC-87671 11 d
- QTS-70654 ACC-99059 in 3 d
- QTS-65558 ACC-81941 6 d
QTS-84780
- Owner
- BF
- Account
- ACC-73085
- GrandTotal
- 550
- DiscountPercent
- 1
- MarginPercent
- 29
Approval conditions.
Billing Specialist
Owns schedule activation, invoice preparation, cash matching, collection and correction requests. May self-confirm a credit only under its explicit captured within-limit policy. Cannot change commercial amounts through a schedule edit, rewrite an issued invoice, fabricate a confirmed bank refund or overwrite a payment balance. Agent/service identities require a separate configured action allowlist; a role assignment alone does not authorize autonomous use of human decisions.
Permissions and screens
PrepareDraft InvoiceSchedules and InvoiceScheduleLines from accepted allocationsActivatereviewed InvoiceSchedules and supersede unclaimed date plans without commercial changesRunbilling and send final InvoicesPrepareDraft Invoices, InvoiceLines and CreditMemosSubmitCreditMemos and self-confirm only within captured authorized CreditApprovalLimitRecordPayments and post eligible PaymentApplications and AccountCreditApplications through atomic actionsRequestFinanceAdjustments and record evidenced routine application reversals under configured policyReviewtax/exemption evidence and update Accounts billing fields and CreditHold with reason
Credit Memos Awaiting ApprovalSubmitted
Credit Memo NumberInvoiceAccountReason
Service credit
Contracts Up for RenewalActive
Contract NumberAccountOwnerStart Date
Open InvoicesIssued
Invoice NumberAccountCustomer PONumberInvoice Date
Submitted
- CM-59776 INV-98633 in 7 d
- CM-87691 INV-97833 in 2 d
- CM-47998 INV-82880 in 10 d
- CM-32666 INV-85394 today
- CM-93501 INV-23006 in 12 d
CM-59776
- Invoice
- INV-98633
- Account
- ACC-47155
- Reason
- Pricing error
- Amount
- 230
- RequestedBy
- CV
Approval waits for the executive approver.
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