Set approval and override rules for pricing

Decide who may change a price, cost or tax on a quote or invoice by hand, and when a low margin or a big discount has to be approved before the document goes out.

In the sidebar, open Settings, then choose Price Approval Rules under Sales & Billing. The page address is /settings/org/billing/advanced-admin. The page is titled Advanced Commercial Administration.

Before you start

• Two kinds of rule live here. Override Governance says which roles may type over a price, cost or tax on a document. Approval Governance says which situations, such as a Low margin or a Large discount, need someone to approve the document first.
• Your role needs the permission to manage commercial governance to save changes. With read permission only, you can look.

Steps

1. Press the Override Governance row. A panel opens for that surface.
2. Press Add override rule. For the new rule pick a Target (Unit price, Total price, Unit cost, Tax treatment, Tax classification, Tax code and others), a Severity (Standard or Sensitive), and the Required permissions a person needs to make that change.
3. Under Allowed modes, tick where the override may happen (Preview, Draft, Freeze), and under Accepted approval states which approval states let it through. Keep Rule enabled on.
4. Press Save override policy. The button reads Saved for a moment.
5. Go back to the list and press the Approval Governance row.
6. Press Add approval rule. Pick a Trigger (Manual price override, Cost override, Tax override, Low margin, Negative margin, Large discount and others) and a Severity (Standard, Sensitive or Critical).
7. Set the threshold that fires it: Min margin % for a low-margin rule, Max discount % for a large-discount rule, or Min override delta (cents) and Min override delta % for an override rule.
8. Under Review permissions, name the permission an approver needs. Under Blocking modes, tick where the document is held until approval, and under Override targets which fields the rule watches.
9. Press Save approval policy. The button reads Saved for a moment.

What you see

• The list has four rows: Bundle & Package Catalog and Discount Administration are read-only views of your packages and discount rules; Override Governance and Approval Governance hold the rules you set here.
• Each governance panel shows a badge reading Persisted policy when your organization has saved its own rules, or Default fallback when Nova's standard rules still apply.
• Reset to default throws away your saved rules for that panel and returns to Nova's standard ones.
• Advanced preview and explainer at the bottom lets you describe a line with an override or approval state and see, under Advanced preview result, how the rules would treat it.

If something looks different

• The panel says manage permission is required to save: your role can read the rules but not change them. Ask your admin.
• Approvals that these rules create show up on Pricing Approvals. See Approve or reject a pricing exception.
• You want to change the rules for discounts themselves: that is Discount Rules, not this page.

Open Price Approval Rules