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How to customize Quotation approval workflow .

Former Member
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Hi Guru,

I am technical guy i need to know how to do the customization of the quotation approval workflow please give steps .

Regards,

Naveen Kumar MS

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Answers (1)

Answers (1)

Former Member
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Hi Naveen

Below is a simple quotation approval process. I am taking below an example.

Consider that a sales executive is creating a quotation. The quotation has to go through 3 approvals from 3 different persons namely Sales Manager, Regional Manager and National manager.

You will have to customize two profiles which will work in coordination with each other. i.e. Status profile and Action profile Or Workflow. Lets consider that the quotation has following statuses

Create, First Approval, Second Approval, Third Approval, Reject, Complete. Now below is the table which states what should happen when these statuses are set

Status : Step 1:Create

Process : Sales Executive will creates quotation no 001. Automatically u201CCreateu201D

status is set. All other Statuses are in non editable mode and hence sales

executive can not set any other status

Action profile Or Workflow : When Sales executive saves the quotation a mail is triggered to Sales

manager which says quotation 001 is created which requires your approval

Status Step 2 :First Approval

Process Sales manager opens the quotation. He see only u201CFirst Approvalu201D nd u201CRejectu201D

status active. Rest all statuses are in non editable mode.Case 1. if he sets

the u201CFirst approvalu201D Status. Case 2. If he sets u201CRejectu201D status

Action profile Or Workflow Case 1: a mail is send to Regional manager, which says quotation 001 is

created and it requires your approval

Case 2. a mail is send to sales executive that the quotation is rejected.

Sales executive will make corrections in the quotation and again sets the

create status. Again the step 1 repeats.

Status Step 3:Second Approval

Process Regional manager opens the quotation. He see only u201CSecond Approvalu201D

and u201CRejectu201D status active. Rest all statuses are in non editable mode.

Case 1. if he sets the u201CSecond approvalu201D Status. Case 2. If he sets u201CRejectu201D

status

Action profile Or Workflow Case 1: a mail is send to National manager, which says quotation 001 is

created and it requires your approval

Case 2. a mail is send to Regional manager that the quotation is rejected.

Regional manager will make corrections in the quotation and again sets

the u201CSecond Approvalu201D status. Again the step 2 repeats

Status Step 4: Third Approval

Process National manager opens the quotation. He see only u201CThird Approvalu201D

and u201CRejectu201D status active. Rest all statuses are in non editable mode.

Case 1. if he sets the u201CThird Approvalu201D Status. Case 2. If he sets u201CRejectu201D

status

Action profile Or Workflow Case 1: a mail is send to all, sales executive, sales manager and regional

sales manager which says quotation 001 is Approved and it can be

completed

Case 2. a mail is send to Regional manager that the quotation is rejected.

Regional manager will make corrections in the quotation and again sets

the u201Cfirst Approvalu201D status. Again the step 3 repeats.

Status Reject

Process After Step4. Only two statuses i.e. u201CRejectu201D and u201CCompleteu201D are active. Rest

all statuses are non editable mode.

Status Complete

Process Any one of the persons Sales executive, sales manager or Regional manager

(Depends on Clients Business Process) can set the status to complete.

Action profile Or Workflow On saving the quotation the quotation becomes non editable and only now a

follow up transaction e.g. u201Corderu201D can be created.

Please let me know if this explanation helped you in answering your question.(Unfortunately I could not put this in a tabular form.)

Regards

Dinesh

Regards

Dinesh

Former Member
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Hi Dinesh,

you explained functionality ok thanks, but how to maintain workflow (customization ) in spro please give those steps .

Regards,

Naveen Kumar M S