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Approval on sales stages defined in sales opportunity

Former Member
0 Kudos

Hi Experts,

Is is possible to configure approvals on various sales stages defined in the sales opportunity?

Please suggest some solution or workaround.Can it be customized?

Thanks in advance

Regards,

Kanishka Tyagi

Accepted Solutions (0)

Answers (2)

Answers (2)

Former Member
0 Kudos

Hi,

You Cannot do approval for Sales Opportunity.

In better you can make alerts when triggering from one stage to next stage.

Or try with SP_Transaction_Notification, that is flexible for all.

Former Member
0 Kudos

Please share the sp for the same.

Thanks

Regards,

Kanishka Tyagi

Former Member
0 Kudos

Hi Kanishka.....

Please execute this SP.....

If @object_type='101' and @transaction_type IN ('A','U')
BEGIN 
If Exists (Select T0.Num from OOST T0 
Where T0.StepId is not null
And T0.Num = @list_of_cols_val_tab_del)
BEGIN
Select @error = -1,
@error_message = 'You can not enter Sales Stage'
End
End

Hope this will help you......

If you want it for a particular User then add one more condition for user signature.....

Regards,

Rahul

Former Member
0 Kudos

Many Thanks

Regards,

Kanishka Tyagi

Former Member
0 Kudos

Cooool Kasnishka......

If your problem is solved then please close the thread

Reagrds,

Rahul

Former Member
0 Kudos

Hi Kanishka.......

In stadard its not given. You can not apply approval procedure.

But I guess you can authorize a right person to add Sales stages.....

Regards,

Rahul