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Former Member

Authorization Quotation based on status

Hello,

we would like to control based on the status of an quotation if the quote can be deleted or the status be modified.

(e.g. if status = approved, the quote should not be deleted)

Second we would like to restrict the status of a quote to be changed after it was once approved

Thanks for any suggestions

Regards Bernd

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2 Answers

  • Best Answer
    Posted on Aug 12, 2009 at 11:31 AM

    About your first question go to spro->CRM->Transactions->Basic Settings->Status Management->Define status profile for user status. Enter in your status profile, and double-click on the status that you want to define the rule - in your case "approved". Then click on new entries, and look if there is available the action that disables deletion of transaction. If yes, then just mark tht action as forbidden and no action.

    About your second question to restrict the status of a quote to be changed after it was once approved, you just have to set in your status profile (spro->CRM->Transactions->Basic Settings->Status Management->Define status profile for user status) in the column lowest status no and highest status no the same number as you assigned it to your status "approved" in column Status number.

    Regards.

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  • author's profile photo Former Member
    Former Member
    Posted on Aug 12, 2009 at 05:09 PM

    Robert, Thanks a lot for your help. Regards Bernd

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