Creating an approval rule

You, as an enterprise user, can create approval rules that will be used to set and enforce discount policies in the IBM® Sterling™ Field Sales application.

For example, you can create an approval rule with the condition that if the discount offered on a quote exceeds the maximum discount allowed on that quote, the quote must be approved by the corresponding approver before it is presented to a customer.

You can associate one or more approval plans with a quote. For example, while creating a manual discount rule, you can configure which approval plan needs to be applied if the approval rule is violated.

You can create the following types of approval rules:

• Header approval rule
• Line approval rule