Fields provided for basic Services and Subscription Approval Processes are the following:  


Quote Level: 

  • Services Approval %: What is the maximum services discount you would like approval for?
  • Max Services Discount: This calculates the maximum Services Discount on the Quote. Excludes products purchased at the contracted rate.
  • Max Unapproved Services Discount: This calculates the maximum Services Discount on the Quote. Excludes products purchased at the contracted rate. Excludes pre-approved bundle discounts. 
  • Approved Services Discount: This is the Services % the Quote was approved at. Captured during the Approval process.
  • Subscription Approval %: What is the maximum subscription discount you would like approval for?
  • Max Subscription Discount: This calculates the maximum Subscription Discount on the Quote. Excludes products purchased at the contracted rate.
  • Approved Subscription Discount: This is the Subscription % the Quote was approved at. Captured during the Approval process.
  • Max Unapproved Subscription Discount: This calculates the maximum Subscription Discount on the Quote. Excludes products purchased at the contracted rate. Excludes pre-approved bundle discounts.