Question

How to add an approval tamplate to order quatation approval

  • 15 April 2024
  • 6 replies
  • 45 views

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I am trying to add an approval template from new custom events for the order quotation approval screen, but the event does not work, the event that normally works for other screens does not work for this screen. How I can add an approlval template?


6 replies

Userlevel 6
Badge +15

@anil2343 have you tried the steps in the attached doc?

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@anil2343 have you tried the steps in the attached doc?

I tried this approval routing but it didn’t work. Is there any other method?

Userlevel 6
Badge +20

Can you provide what you did? Possibly a screenshot of the SQL code? First guess would be a KEY REF issue.

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Can you provide what you did? Possibly a screenshot of the SQL code? First guess would be a KEY REF issue.

I wrote an SQL command to bring up the confirmation template I specified when a new order quote was opened. I couldn't figure out why it wasn't working. An example is available in the image below.

 

 

Userlevel 6
Badge +20

The KEY REF values for InquiryLineRevisionOrd are

  • INQUIRY_NO
  • LINE_NO
  • REVISION_NO
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The KEY REF values for InquiryLineRevisionOrd are

  • INQUIRY_NO
  • LINE_NO
  • REVISION_NO

It’s worked thank you for support. 

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