Proposals (Accounts) - Updates to Proposal Pre-Authorization and Support for Terms Addendum and Surcharge Rates (16922, 17060, 17082) [New Feature]
Last Modified on 10/09/2024 8:36 am PDT
Proposals can now be configured to require either a single pre-authorization or two pre-authorizations before being sent to a customer. Additionally, the Proposal screen has been updated to include settings for Terms Addendum and Surcharge Rates. Below are the setup instructions and requirements for pre-authorizations:
In both scenarios, the Division's Cost/Target Pricing must be defined and the Service Code must have 'Target Pricing (Weight Class)' selected for its Pricing Model. Setup Pathways for both can be found here:
- Setup > System > Division
- Setup > Services > Service Code
Require 1 Approval
For the system to require a single approval before the proposal can be sent to the customer, the following must be true:
- In Setup > Document Formats > Type, the 'Reviews and Approvals' field is set to either "Require Approval for all Documents"OR"Require one Authorization for Documents with a rate below Max. Discount."
Require 2 Approvals
For the system to require two approvals before the proposal can be sent to the customer, the following must be true:
- In Setup > Document Formats > Type, the 'Reviews and Approvals' field is set to "Require two authorizations for Documents with a rate below Medium Weight Target, Addendum Terms, or a Surcharge Rate Override"
And any two of these are true:
- The Service Fees rate entered by the user is less than the medium weight rate.
- The proposal includes a Terms Addendum. Term Addendums are created in Setup > Document Formats > Format > Terms Addendums (tab).
- The proposal includes a surcharge rate override where the rate is lower than the default rate.
Approval Logic
Pathway: Setup > System > User
The system will identify the approver based on the manager listed in the Manager field of the user who drafted the proposal. If a second approval is required, the system will also require approval from the manager of the first approver, as specified in their user profile.
