Price Approval Exception Workflow

Job Aid – Floor Restriction Approval Process through AgVerdict NEXT 

This job aid will describe the approval process for when a user chooses to go through the approval process for a product that is priced below the Floor Price and the order originates in AgVerdict NEXT.  

Approval Process through AgVerdict NEXT  

1. When entering in a price for a product that is below floor in a recommendation, Order or Quote, You can ignore the expiration date on these approval requests, as the expiration date is set to 7 days in Dynamics.  
2. Enter the below floor price for the necessary products.     

3. A popup will then appear  to select the correct salesperson for this product/order as well as the variance reason.  

4. Once the user selects “Submit” the request will be sent over to Dynamics for approval or rejection.  

• The product pricing section will display the request information per product that approval has been requested on.  
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5. Save a draft of the record until the price is approved or rejected.  

• If you submit the recommendation the floor price is what will be saved in that record.  

• If the order is submitted before the approval is complete the Floor price will be sent to JDE for the price for the product.  

6. Once approved or rejected, an email will be sent to the Salesperson.  

7. If approved the salesperson will notify the CSR (preferably forwarding the approval email).  

8. Re-open the order, recommendation or quote. 

9. The floor price will be selected by default, so ensure that you select the new agreement price for the correct products.  

10.  Then move forward with submitting the Rec, Order, or Quote.   

NOTE: The new Agreement price could take 10-15 min to populate in AV once approved in Dynamics.