A consultant is extending the Sales Order Agent for a distributor whose policy requires any order with a line-item discount greater than 15% to be approved by a sales manager before the order is created in Dynamics 365 Sales. The Sales Order Agent currently creates orders directly from parsed purchase orders without any approval step. What should the consultant configure?
Select an answer to reveal the explanation.
Short Explanation
When a policy needs a human sign-off before an order goes through, you build an approval step into the process. Check the discount condition, route the order to a manager, and wait for their yes or no before letting the Sales Order Agent create the record in Dynamics 365. That's the only approach that actually pauses for approval.
Full Explanation
The correct configuration is to add a condition and an approval action to the order-processing flow so orders exceeding the discount threshold route to a manager for approval before the Sales Order Agent creates the record in Dynamics 365. The distributor's policy requires manager approval before any order with a discount above 15% is created, so the flow behind the Sales Order Agent needs a condition that checks the discount and an approval action that routes qualifying orders to a manager, holding creation until that approval is granted. The approach that rejects any purchase order containing a discount above 15% and notifies the customer to resubmit is incorrect because outright rejecting high-discount purchase orders and asking the customer to resubmit contradicts the policy, which calls for manager review and approval, not automatic refusal of legitimate orders. The approach that sets a business rule on the Sales Order table to prevent saving records with a discount above 15% is incorrect because a business rule that blocks saving records above the threshold prevents the order from being created at all rather than pausing it for approval, so it does not implement an approval workflow and would cause valid, later-approved orders to fail. The approach that instructs the Sales Order Agent's confidence threshold setting to flag only orders with low parsing confidence is incorrect because the agent's confidence threshold setting reflects how accurately it parsed the purchase order document, which is unrelated to the discount percentage; assuming high-discount orders naturally produce low parsing confidence is an unfounded assumption that would leave most high-discount orders unflagged.