*As* the head of the sales department
 *I want* to control the amount of discounts granted
 *because* I don't want excessive discounts to drag my company into debt.
 
 *Criteria:* 
 Module *Orders*
 * Addition of "Acceptance status":
 ** Values:
 *** +N/A+
 *** Pending approval
 *** Discount accepted
 *** Discount rejected
 ** Auditable and non-editable field
 * If discount greater than zero and value less than 1000 (system currency ), or a discount greater than 10 and a value less than 10,000, then send an email to your supervisor requesting approval. In addition, it changes the Acceptance Status to "Waiting for approval".
 * If the superior accepts the discount, then Send an email to the order supervisor (assigned to) that ok. Additionally, it changes the Acceptance Status to "Discount accepted".
 * If no acceptance, set the discount to zero. Send an e-mail to the order supervisor. Additionally, it changes the Acceptance status to "Discount rejected".
 * Discount, Value are to be auditable.
 * Add action buttons Accept discount, Reject discount - visible only to the supervisor of the order supervisor and when the status = Waiting for acceptance
 
 Email content :
 * to supervisor: "Order <name/url> requires your acceptance of discount."
 * to order supervisor after approval by supervisor: "Discount for order <name/url> has been accepted."
 * to order supervisor after rejection by supervisor: "Discount for order <name/url> has been rejected."
 
How the business process will look like?

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Hello Arkadiusz,

 

Detailed information about business process design and business process elements is covered in corresponding articles on our Academy, we'd suggest you to check the below and connected to it articles, so you could implement your business task with basic system tools:

https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/business_process_setup/process_designer_basics
https://academy.creatio.com/docs/user/bpm_tools/business_process_setup

If you'd need further practical assistance with creating a business process, we'd suggest you to contact your responsible Creatio manager.

Best regards, 
Anastasiia

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Can I add a discount to the account and then use this discount in automatic calculation? How can i bind it?
Only with no code solutions?

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Greetings,

You may indeed create a discount calculation by adding a new field in the accounts section and binding it with a no-code business process. 

ok but how can i bind it and how the proccess should look like (this is most important for me how BP should be)

Hello,
 

You can read the required Account in your business process and perform the necessary calculations and then write new data to the Account record.
 

To read data, use the [Read data] process element.
https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Using the [Formula] element, you can perform calculations.
https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Using the [Modify data] element, you can write the desired value to the Account.
https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

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As head of sales
I want the discount not to be set for each contractor
because if the contractor is not a VIP, he cannot be granted a discount.

Criteria:
The discount may be greater than zero if the customer is a VIP

 

Can I do this with no-code tools?

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Have you tried hiding the field if the user is not a VIP?

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