Ralf

Dinesh beat me to this... so I won't duplicate his ideas.

Can I just check what you mean by 'before it is sent out' - do you mean before the mail merge button is available?

Create a new field called 'Authorised by' - this field can only be changed by the manager. This uses simple Field Level Security to make the field editable only by the named user.

This field could then be checked (using the clientside API) to determine whether the Mail Merge button could be displayed.

You may also be able to do something with a validation rule that checks the total discount and whether the 'Authorised by' field is populated.

Dear Ralf,

There are few alternative available which can suffice your requirement.

1) Show On-screen Notifications to the Sales Manager which will be executed based on the Discount %.

2) Send an email to Sales Manager through Sage CRM Escalation services if Quote Discount % is higher than 10%.

3) Show information/warring message on Quote Summary screens if Quote Discount % is higher than 10%.

Hope this helps!

Regards,

Dinesh

Dinesh, Jeff,

thanks a lot for your answers. They were really helpful and we have an idea now how to work through the requirements of our customers. If we get the the deal, we'll keep you in the loop how it wokrs.

Thanks and best regards from Frankfurt

RALF