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Data Workbench - Import sales quote with Status "Approved"

Hello,

I need to import sales quote for history, and these already was approved.
I imported a Sales Quote template, and I put the Status "Concluded", the Progress "Win", Approval Status "Approved", Reference Status "Concluded" and Availability Status "Confirmed".

But when I saw the sales quote, it was Open, and not approved.

Is it possible to import without the approval process and appears as closed?

Thank you,

André Luís

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2 Answers

  • May 23 at 10:46 AM

    Hi,

    It is not currently possible to import Sales Quotes with status 'Won' through Data Workbench. Also, it is not possible to import already approved quotes. This is the reason you see the reported behaviour.

    Thanks,
    Raffaele

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  • Apr 16 at 05:41 AM
    -1

    Yes you can import it.

    Regards

    Hem

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