User Roles that are permitted to manage Approvals:
Global Admin & Regional Admin
PREO has 5 types of approvals: Equipment, Service, MPS, Service Escalation, and Sequence of Discounts. These must be enabled on the Approval management page in Global Admin settings.
Approval Types:
Type | Details | Example |
Equipment | Equipment Price versus Equipment Rep Cost | Regional Approval is set to 20% discount. Reps are empowered to discount up to 20% and require an approval for more discounts. The user that may approve this is decided based on the True Margin of the deal and the lookup table on the Core configuration page. |
Service | Service Price versus Service Rep Cost | Regional Approval is set to 0% discount. Reps require an approval for any discount to post-sale service. The user that may approve this is decided based on the discount level of service and the lookup table on the core configuration page. |
MPS | MPS Price versus MPS Rep Cost | Regional Approval is set to 10% discount. Reps require an approval for any discount to post-sale MPS greater than 10% The user that may approve this is decided based on the discount level of MPS and the lookup table on the core configuration page. |
Service Escalation Rate | Service Escalation Rate Percentage defined on Contracts | Regional Approval is set to 10%. Reps require approval if Service Escalation Rate is less than 10%. The user that may approve is based on the percentage lookup table on the core configuration page. |
Sequence of Discounts | Equipment Price is higher than rep cost and post-sale service or MPS is discounted greater than 30%. | The user will require an approval. The core must be configured with a list of Sequence of Discount approvers that are allowed to approve this request. |
Each Core is configured with discount-level approval thresholds for user roles that may approve the requests created in PREO. (Note: Sequence of Discounts cannot be modified. It is a static check of Equipment price above rep cost & post-sale price greater than 40% below rep cost)
Pricing Approvals are based on the deal's "True Margin," whereas Service and MPS approvals are based on the discount from Rep Cost.
Each approval must be configured on an approval group, and the group must be assigned to the user for the approval to apply on the Proposal. Approval Guidelines and Restrictions: Previously used approvals cannot be reused for a new PREO proposal. Each proposal requires its own set of independently obtained approvals to ensure accuracy and accountability. Pricing approvals cannot be transferred between deals or accounts. If you need pricing approval for another deal, you must submit a new request specific to that deal.
Sequence of Discounts Regional Chart as of 6/12/2025: