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Rate card maintenance for rental objects in refx

Former Member
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Dear Experts,

We are looking for maintaining card rate for rental object (Signage/ Kiosk/ Lease) in the system, which would be approved by authorities. This is needed to know if the business is deviating from the card rate.

Any discounting on such card rate is to be approved by the designated persons (to be specified by roles & authorization process).  Discount upto X% can be approved by Mr. Event Head, Discount more than X% but less than Y% can be approved by HOD Marketing and discount exceeding Y% to be approved by Budget Committee.

Can anyone help on the above......

Regards,

C. Sudhir

Accepted Solutions (0)

Answers (1)

Answers (1)

narnei
Contributor
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Dear Mr. Sudhir,

Maintaining rate card at Rental unit level is right option only. The same rate should be followed at contract level.


Pls try to have a workflow at a contract level which will check your condition prices during saving of contract and if contract price is not matching to rate card then it will trigger a workflow mail to your manager with all details as required by business.


Proposed sample work flow e mail :


Please find below details of the contract which needs approval :

Contract  number:

Rental Unit No : 

Usage Type: XXXXXX

Building:

Contract Type:

Tenant Name / other details if need :

Contract Rate :

Rate card  Rate:

Difference Amount :

Remarks /  Comments ( if any) :


Kindly reply to this email by selecting the below option of Approve or Reject:

APPROVE                                REJECT


You can use SAP IN BOX to approve or you can use out look option also.

During Approve or reject you can give a option to enter comments if required by business. The same will be communicated to users as acknowledgement to do needful.


To manage the workflow conditions (Like 0-10 % of differences in price / discounts to given) and related approving managers in a PARAM table or Z table to have the flexibility to change whenever needs.


During work flow time you can have a user status control to know the status, (Like pending for approval / approved by XXX / rejected XXXX ) and also if not approved you can block printing of contract / block activation / block periodic posting ...etc as needed by your business.


Thanks,

Rao