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).
Configuring the following parameters:
Nome | MV_CRMWFFG |
Tipo | Logic |
Cont. Port. | .T. |
Descrição | Indicates whether the Workflow model through Fluig is used. |
Nome | MV_CRMXECM |
Tipo | Logic |
Cont. Port. | .T. |
Descrição | Enables the integration between the CRM and ECM routine. |
Nome | MV_FATPROC |
Tipo | Character |
Cont. Port. | FATA600 |
Descrição | Indicates the approval process used for the delivery of Workflos for Fluig. |
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.
Services
CRM, Invoicing and Services Management
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Activity: Business Proposal Confirmation
Description: Addition of business proposal in the system.
Instruction: Register the proposal by completing all mandatory fields.
Activity: Exceeded Discounts or Additions?
Description: The system validates the values of discounts and additions entered.
Instruction: A message is displayed on screen if the value exceeds the limit allowed.
Activity: Send Workflow via Fluig
Description: The workflow is sent to Fluig.
Instruction: Access Fluig with the login of the head of the sales representative responsible for the proposal.
Activity Area: Approved by Fluig?
Description: Defines whether the proposal is approved by Fluig.
Instruction: Access the blocked process and edit the status, indicating the approval and rejection.
Activity: Register Approval
Description: After editing the field Status, the edition must be saved.
Instruction: Save the proposal to send return to Protheus.
Activity Area: Return Approval/Rejection
Description: The answer is sent to Protheus and the request is moved to Fluig.
Instruction: Access Protheus to check the Business Proposal status
Activity: Update Proposal
Description: The business proposal is updated in Protheus.
Instruction: The status is switched to approved and the business proposal is unblocked.
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Query the procedures for Approve Processes at Protheus and Configure Processes at Fluig through link: Creating a new Workflow at Protheus.
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.
All products traded and distributed at Fluig Store have as requirement the Fluig platform for proper working.
Further information on Fluig x RM integration, query: Fluig Framework.