on 03-09-2009 11:05 AM
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
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
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