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Former Member
Dec 01, 2011 at 09:51 AM

Workflow Approve sales Documents

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Hello Friends,

I am new to workflow and we have requirement for these all "Sales documents, quotations, contracts and sales orders creation witthout reference " with the following steps:

1) Create document without reference

2) Request approval: mail sent with pdf document attached to approve (manually done from services for object->workflow->start workflow)

3) Review document: here the document is reviewed(Positive or negative with remarks)

4) Approve Document: here he Appoves or rejects with remarks and the requestor receives with the new status and the remarks.

5) Update document for requested change:

6) Change the Key fields: if approver rejects with remarks to change.

7) Reject Document : The approver rejects the order for further processing .

Can you guys help me in how to start as i am new to workflow, any references, docs or steps to further proceed will be very helpful.

Thanks in Advance for any Updates!!

Regards,

Rajesh