IFS CLOUD 24R2 -
Hi all.
I am looking to configure a discount approval matrix within IFS Cloud and would appreciate your guidance on where to set this up within the system.
Our company requires a structured approval process based on the discounts applied to sales orders and quotations, with specific approval limits defined by user roles. Here’s a brief overview of our requirements:
-
Role-Specific Discount Caps:
- Different users (e.g., Account Executives, Retail Managers, Retail Senior Managers) have varying authority levels for approving discounts, which should trigger the appropriate approval workflow based on the discount amount.
-
Approval Hierarchy:
- Discounts above certain thresholds must escalate to supervisors, managers, or the Head of Department for approval.
Discounts:
Salesperson: 5% limit to $600 dollars
Supervisor: $600 to 10k
Manager: 10k to 50k
Director: >50k
Could anyone provide insights on where in IFS Cloud I can configure this sales discount approval matrix?
Specifically, I would like to know the relevant modules or settings to manage user roles, discount limits, and approval workflows effectively.
I could only find to setup the Authorizers for Procurement (Purchase Authorization Basic Data) but not for Sales.
Thank you for your assistance!
Eliseu Garcia