Unable to locate Jira server for this macro. It may be due to Application Link configuration.
As soon an OQLI approval status is updated from “Approval pending” to “Approved” or “Rejected” trigger the creation of a related Approval snapshot record and populate fields as below:
Scenario 1: “Is Auto Approved” field at OQLI level is false:
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Scenario 2: “Smart Approved?” field at OQLI level is true:
Same as above except for the fields below:
FIELD LABEL
FIELD POPULATION
Approved Date
Approved date of the original Approval snapshot who approved first quote
Approver Role
Approver role of the original Approval snapshot who approved first quote
Approver Name
Approver Name of the original Approval snapshot who approved first quote
Approver Comment
Approver comment of the original Approval snapshot who approved first quote
FIELD LABEL
FIELD POPULATION
One Quote Line item
Current OQLI
Approved Date
Date/time of record creation
Approved Quoted Price
If enable scaling price = false: OQLI__r.Quoted price If enable scaling price = true: Minium value between price 1, price 2, price 3
Approved Quoted Margin
OQLI__r.PP_QuotedMargin__c
Approved Value
If Approved: Approved If Rejected: Rejected
Approval GMD threshold
OQLI__r.SLV44_Marketing_Director_Approval__c
Approval RMD threshold
OQLI__r.SLV44_RMD_Approval__c
Approval Margin floor
OQLI__r.SLV44_Price_Floor_EXW__c
Absolute GMD Treshold
PP_OneQuoteApproval (Custom metadata) record whith same GBU than the current quote:
PP_GMDAbsoluteThreshold__c / PP_Currency__c
Absolute RMD Treshold
PP_OneQuoteApproval (Custom metadata) record whith same GBU than the current quote:
