In Apps 10 UPD I have Sales Processes set up with Validation Type ‘STOP’ on All Actions.
The Guidance in IFS says this:
However, users are able to move to the next Action or next stage without the first Stage being completed.
Have I failed to set something up?
I do not want users to be able to move to the the Stage until the previous one is completed.
Can anyone advise as all IFS guidance says it should not move on.
Thanks
Trudy
+18
Basically each Stage can have several actions. If you set the Validation Type = Stop at action level, it simply means you will not be allowed to set the Done checkbox at Stage level directly, but the system will force you to declare each action as Done before allowing you to mark the whole stage as Done.
At any point you can work on multiple stages at the same time. I don’t think there’s any setup you could use to ensure Stage 1 is done before allowing anyone to work on Stage 2.
I tested this in IFS CLoud 24R1 and works as I described and as you show in your screenshots.
So I guess you could say it’s a bug as it doesn’t really check the next stage as the documentation says.
+9
Marcel is right. Validation Type=Stop means that the action is mandatory so you are not allowed to set the stage to Done until all mandatory actions in that stage are completed. You can work with multiple stages at the same time and there is no setting to prevent users from doing that, but the opportunity will not be moved to the new stage until the previous stage is Done. This is the intended functionality so that is not a bug. However, I do agree that the documentation in Apps10 can be misleading. The sentence “The validation type decides if the next stage can be started before this action is done.” refers to that the opportunity will not move to the next stage before the action is done but the user can anyway start to work with the stage. The documentation has been updated in IFS Cloud.
Thank you all for your responses and confirms what is actually happening. As we have Approvals in several stages, we do not want the next stage commenced until the previous Stage is approved and completed.
I will have to write a Custom Event to prevent this - However, would be much easier for IFS RnD to write this so that if you do not want to commence the next stage without the previous one being ‘Done’ we could have a setting to select. Makes no sense to be able to start the next one without finished the last.
Thanks, every days is a school day :)
Trudy
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