Proposal for Max discount and Promotion

Proposal Summary 

This proposal outlines a comprehensive solution for implementing the maximum discount and promotion. The automation focuses on approving sales orders based on the maximum discount and automatically applying the promotion according to the item and location. This automation aims to streamline the sales process, enhance efficiency, and ensure compliance with discount policies and promotional offers. 

Requirement 

Bacchus has expressed their desire of implementing the Sales order approval based on Max-discount and auto applying the promotion in the sales order based on the item and location. 

 

Deliverables 

 

 

1. Sales order approval based on Max-discount 

1. We can implement a workflow for Sales Orders that checks if any item lines have a discount greater than the maximum allowed.  
2. (a) If such a discount is found, the workflow will verify whether the “Winery Claim%” and “Winery Authority Permission” fields are filled out.  
3. (b) If these fields are empty, a popup message will appear stating: Your [Item Code] discount exceeds the maximum and no approval from the winery. The “Winery Claim %” will be set to 0, and “Winery Auth Pers” will be set to “Head Quarters”. Please wait for further approval  
4. (c) Upon clicking ‘OK’, the order will be created with a ‘Pending Approval’ status, and an email will be sent to orders@bacchuswinemerchant.com.au for the approval process.  
5. (d) An approve button will appear on the order. Once approved, the order status will be updated to ‘Pending Fulfillment’, and an email will be sent to the order creator. 
6. If the “Winery Claim%” and “Winery Authority Permission” fields are filled out for orders where the discount exceeds the maximum, the workflow will check if the required document is attached to the relevant field.  
7. (a) If the field is empty, a popup message will prompt: “Please attach your permission form or emails (printed in PDF format) to the Sales Order’s ‘Drop file here’ section to confirm Winery approval for our claim.” 

Assumptions 

• We will check all the item lines in the sales order and if all the item line satisfies the condition, then only the sales order can be saved or fulfilled. 
• We will be creating a custom field in the sales order record in order to drop the permission form 
• We will not perform any validation of the content in the attached file. We will only check whether any document is attached to the corresponding fields 

 

2. Auto applying Promotion 

We will create a custom column in the sales order record to display promotions based on the selected item and location.  

The item record will include a promotion field that allows users to choose from a list of applicable promotions. Additionally, a custom field will be added to the item record for selecting the location where the promotion can be applied. When a user creates a sales order by selecting an item and location, the relevant promotions will automatically populate the custom column in the sales order record. When a user selects a promotion, the total amount will be adjusted to reflect the discount associated with that promotion. 

Assumptions 

• We assume that all item records contain corresponding promotions that it can have. 
• Promotion list in the custom column field based on the location 
• Only a single promotion can be chosen from the list. 

 

Note: 

• The discount amount will be deducted from the total amount. 

 

Risks 

• If item records do not have the corresponding promotions or location data accurately populated, the automation may fail or produce incorrect results. 
• If item records lack corresponding promotions or location data is incorrect, promotions may not be applied accurately. 
•  

 

Questions 

• Is it possible for the user to select both the discount and promotion simultaneously at the line level?