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Question

How to add an approval tamplate to order quatation approval

  • April 15, 2024
  • 6 replies
  • 90 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

Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • April 15, 2024

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


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  • Author
  • Do Gooder (Partner)
  • April 15, 2024

@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?


matt.watters
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • April 15, 2024

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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  • Author
  • Do Gooder (Partner)
  • April 15, 2024

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.

 

 


matt.watters
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • April 15, 2024

The KEY REF values for InquiryLineRevisionOrd are

  • INQUIRY_NO
  • LINE_NO
  • REVISION_NO

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  • Author
  • Do Gooder (Partner)
  • April 15, 2024

The KEY REF values for InquiryLineRevisionOrd are

  • INQUIRY_NO
  • LINE_NO
  • REVISION_NO

It’s worked thank you for support.