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Former Member

Mass data run for Sales Quote to create external document

Hi All,

I have a requirement where I need to make the Sales Quotes which are submitted to create the external follow up document using background job which runs periodically.

I plan to create a custom BO and fetch the sales quotes with submitted status and trigger the action EH_CreateECCSalesOrder for the quotes.

EH_CreateECCSalesOrder is the action getting triggered when you request for creating Inquiry in ECC.

I need to link the sales quote and the action so that the even will trigger the interface to ECC.

Anyone has got any idea how it can be achieved or any other approach I can take ? 

Thanks,

Ajith.

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1 Answer

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    Former Member
    Nov 02, 2015 at 03:07 PM

    In 1508, the workflow engine supports "scheduled batch jobs". You can define a condition and the action can be a standard BO action or header field update on the BO, and instead of on create or update of the BO, it can be at a point in time in the future.

    The quote has a standard BO action to create submit the quote to ERP.  we are planning to support calling custom SDK actions on standard BOs

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    • Former Member Former Member

      Hi Rei,

      Are you suggesting in this scenario to use standard workflow on Quote to trigger Sales Order / Inquiry request creation at the back of Quote?

      If yes, I could not find any way to trigger the action RequestSalesOrderRequest on Quote from the workflow. The workflow only supports these rule types

      1) E-mail

      2) Notification

      3) Field Update

      4) Messaging

      Thanks and Regards,

      Sandeep