In the Article, Approving Licences in essensys Operate, it is explained how one can configure Operate to tailor who is involved in the approval of new licences where a discount is given.
Once configured, this can result in email messages being sent to Approvers for their action when discounts are offered.
The Licence Approval Process
1. Staff Member Requests Approval
When a staff member who does not have approval rights is creating a Licence that provides a discount over their own allowed Price Approval % or Deposit Approval %, or adds non-standard terms to the Licence, then their Licence editing area will display a notification that their Licence needs approval. Here is where they have the possibility to click Request Approval. Once doing so, the Licence will be saved and the user redirected to the Licences List View.
2. Supervisor Inspects the Changes
Nominated approvers receive an email notification informing them about the Licence that needs approval. The email will contain the following information:
Who has requested approval
The client for whom the licence has been created
The location for the licence
The contract value
The contract list price
The contract start date
The contract term
The amount for the first payment for the Office Schedule
The percent below the list price
The percent deposit reduction
The lead source
The amount for the deposit
The name of the Office and its Product Type
An indication of whether the licence is being renewed
Non Standard Terms
The email will contain an option to view the Licence from within Operate.
On receipt of a Licence Approval email, it is recommended that the recipient should inspect the details of the Licence, and of the Licence items, to verify that the discount level is as expected.
Operate offers buttons to confirm the decision to either Approve or to not Approve.
To approve, simply click the corresponding button and the licence will be immediately approved. The Licence Status will change to Approved.
To reject, click the corresponding button. The Licence will be instantly rejected and the Licence Status will change to Unapproved.
3. Staff Member Activates the Licence or Resubmits for Approval
If the Licence is approved, then it can be activated right away without any other additional steps.
If the Licence is rejected, then it can only be approved if the product/service that is discounted over the approved percentage is edited and the discount adjusted to fit the approved percentage. Otherwise, the activation is also possible if the supervisor suggests specific changes and these are implemented. At this point, the Licence can be resubmitted for approval.