Before you can use the discount approval process, you must enable the feature in CME Adminstration.
- From the App Launcher, search for the CMT Administration tab using the quick find box and launch it.
- Under Custom Settings, click CPQ Configuration Setup.
-
Find and update the Cart Level Discount Approval Required
setting.
Note If the setting does not exist, you can add it to the Custom Settings list. Click Add and specify the Setup Value to be either True or False.
-
Click the pencil icon to edit the status to True or False.
Status
Description
True
Any discount that you add, modify, or deactivate in the cart requires an approval step for the discount. The discount can be Approved or Rejected. If the discount is Approved, the status in the the Industries CPQ Cart changes to Activated when you submit the order.
False
No approvals are required. The discount is approved automatically when you apply it to an order, account, or contract.
- Click Save.