Index

Purpose

The approval process of the Business Proposal aims at preventing the concession of discounts and increases below a determined percentage in the items, without authorization of the head of the sales representative in charge. In these cases, the approval request i sent through the workflow process of Fluig,  enabling the control duting the negotiation.

This routine is used by modules Customer Relationship Management (SIGACRM), Services Management (SIGATEC) and Invoicing (SIGAFAT).     

Requirements

Configuring the following parameters:

Premises

• To have Fluig environment;
• To have sales representative, team and business unit registered;
• To have business structure;
• To have a sales processs.
  
  

Benefits

The main benefit when using this process is the possibility to have more control in the concession of discounts and increases by the business teams, during the sales negotiations of a company.

Business Environment

Segment

Services

Business Areas

CRM, Invoicing and Services Management

Workflow Process

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Deck of Cards
effectDuration 0.5 history false id samples history false effectType fade
Card default true id 1 label Business Process

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Process Activities

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Activity: Business Proposal Confirmation

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Instruction: Register the proposal by completing all mandatory fields.

 

Activity: Exceeded Discounts or Additions?

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Instruction: A message is displayed on screen if the value exceeds the limit allowed. 

Activity: Send Workflow via Fluig

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Instruction: Access Fluig with the login of the head of the sales representative responsible for the proposal.  

Activity Area: Approved by Fluig?

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Instruction: Access the blocked process and edit the status, indicating the approval and rejection.

 

Activity: Register Approval

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Instruction: Save the proposal to send return to Protheus. 

Activity Area: Return Approval/Rejection

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Instruction: Access Protheus to check the Business Proposal status 

Activity: Update Proposal

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Instruction: The status is switched to approved and the business proposal is unblocked.

How to Use

Starting Process through Protheus

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Deck of Cards
history effectDuration 0.5 history false id samples false effectType fade
Card default true id 1 label Step 1 Access Updates/ Registers/ Sales Representative. When registering the sales representative, link it to Protheus user, then click Save.     Card id 2 label Step 2 Access Updates / Sales Scenario/ Sales Team. In the tab Registration, register a representative group. In the tab Business, enter the maximum percentage of discount, the maximum value of discount, the maximum percentage and the maximum value of increase. Click Confirm.      Card id 3 label Step 3 Access Updates/ Sales Scenario/ Structure/Sales. Create a sales structure with sales representative and head.     Card id 4 label Step 4 Access Updates/ CRM ADM Sales/ Opportunity. Create an opportunity as sales representative lnked to a representative group with concession of discoun or increased established.  Access Updates/ CRM ADM Sales/ Opportunity/ Other Actions/ Bus. Prop. then allow discounts or increases in the proposal items. The system displays a screen indicating the discount or increase limit exceeded.   Card id 5 label Step 5   The system displays a screen indicating the limit of discount or increase exceeded. When continuing the recording, the proposal is saved and blocked. Otherwise, you can adjust the discoun to increase.  Card id 6 label Step 6  Proposal Approval - Workarea To approve the proposal in the Workarea, use the login of the head of the sales representative blocking the proposal. In the Workarea of the head of the user, click Prop Bloc. Select the blocked proposal, then click Approve.

 

Moving and Querying Process through Fluig

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effectDuration 0.5 history false id samples history false effectType fade
Card default true id 1 label Step 1   To approve the proposal at Fluig, login with the head of the sales representabie blocking the proposal. A message indicating there is no request to be approved is displayed. Access the menu Tasks Central then click Tasks to Finish.     Card id 2 label Step 2 Select the corresponding task. Some information on the Business Proposal is displayed. In the field Status, indicate whether the proposal is approved or rejected. Click Send.   Card id 3 label Step 3   The answer is sent to Protheus. Access the Sales Opportunity in which the Business Proposal was added, then click Other Actions/Business Proposal. Note the status of the business proposal was changed, then unblock it. Th

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How to Integrate

Query the procedures for Approve Processes at Protheus and Configure Processes at Fluig through link: Creating a new Workflow at Protheus.

Considerations 

We inform that it is highly important to have technical knowledge to deploy the component at Fluig. In case you need, we suggest you purchase consultancy hours to help you deploy these components. Check your TOTVS channel or Fluig Store.

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