Universal Containers has created a Discount Schedule with the override Behavior set to All Tiers and applied it to a Product. A sales rep then adds this Product to a Quote, manually changes the discount percent of a discount Tier, and saves the Quote.
At what point during the sales process can the sales rep be assured that the override amount will be unaffected by changes the Admin may make to the original Discount Schedule?
An admin wants Configuration Attribute X to appear on the configuration page of bundle Y. The value selected will drive a Selection Product Rule and be listed in a Line Item Column in the output document.
On which objects will the admin need to create the Configuration Attribute X custom field to meet this requirement?
If a manager is taking a leave of absence, how can the admin using Advanced Approvals ensure
that another manager will receive Approval requests during the period in which the original
manager is absent?
Universal Containers has a series of required PDF documents that need to be attached to the output document when generated. These PDF files are already stored in Documents.
What should the admin do on the Quote Template to meet this requirement?
Universal Containers (UC) sells its Products in three currencies: USD, GBP, and EUR. UC wants to make a renewable Support SKU available for selection in only USD and EUR and has completed the necessary configuration and/or record creation to support the behavior.
What is the expected behavior when a user attempts to add the Support SKU to a Quote in each currency?
The admin at Universal Containers wants to add some Maintenance and some Support products to the parent bundle. Maintenance and Support products should display in separate sections during configuration, with the Support products displaying above the Maintenance products. How should the admin set up the bundle to meet both requirements?
A Universal Containers User states that a Configuration Attribute value can be set up during the initial configuration, but the value is not present when they reconfigure. What should the Admin check to ensure the Configuration Attribute value is properly saved?
Universal Containers (UC) uses the Advanced Approvals package for its Approvals process on Quotes. UC's business model requires that Approval requests are assigned to the user's direct manager.
How can the admin ensure that these Approval Rules assign generated Approvals to the user's manager?