Cloud Kicks sales representatives are allowed to negotiate up to a 5% discount for the Shoe of the Month club. Regional Sales Managers (RSM) must approve discounts greater than 5%. Regional Vice Presidents (RVP) must approve discounts greater than 10%.
Which two steps should a consultant recommend to satisfy these requirements? (Choose two.)
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A. B. C. D.AD
To satisfy the requirements mentioned, the consultant should recommend the following two steps:
A. Create two approval processes, one for the RSM, and one for the RVP. C. Create a two-step approval process for the RSM and RVP as approvers.
Here's a detailed explanation for each step:
Step 1: Create two approval processes To implement the discount approval process, you need to create two separate approval processes. One process will be for the Regional Sales Managers (RSM), and the other process will be for the Regional Vice Presidents (RVP).
The approval process defines the steps, criteria, and approvers involved in the discount approval. It ensures that discounts greater than 5% and 10% are routed to the appropriate individuals for review and approval.
Step 2: Create a two-step approval process for the RSM and RVP as approvers Within each approval process, you will define a two-step approval process. The first step will be for the RSM, and the second step will be for the RVP. This ensures that discounts exceeding the specified thresholds go through a hierarchical approval process.
In the first step of each approval process, the RSM will be assigned as the initial approver. They will review and either approve or reject discounts greater than 5% but less than or equal to 10%. If the discount is within this range, the approval process will end at this step, and the discount will be approved.
If the discount exceeds 10%, the approval process will progress to the second step, where the RVP will be assigned as the final approver. The RVP will review the discount and either approve or reject it. If the RVP approves the discount, the approval process will complete, and the discount will be approved.
By following these steps, you ensure that discounts up to 5% are automatically approved, discounts between 5% and 10% require RSM approval, and discounts exceeding 10% require both RSM and RVP approval.
Note: Answers B and D are not the correct choices because they do not address the hierarchical approval structure specified in the requirements. Process Builder can be used for automation but alone cannot handle the multi-step approval process with different approvers based on discount thresholds. Instead, you need to create separate approval processes and define the appropriate steps and approvers for each threshold.