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Not possible to Approve Approval steps in Sales Quotations

  • November 2, 2023
  • 2 replies
  • 167 views

ashenfdo
Sidekick (Customer)
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When using approval process in sales quotation in Cloud 22r2 we are getting the below error when trying to approve the approval step. This error occurs in any status of the sales quotation. 

 

 

Best answer by Marcel.Ausan

@ashenfdo in standard functionality, there is no dependency between approvals and sales quotation statuses.

I would assume this toast message is being triggered maybe from a custom event?

In the past I worked with a customer and they had the requirement to approve Sales Quotations before releasing them. There I have created

  • a custom event to attach an approval template to the Sales Quotation header
  • a custom event to stop the Release action if the approval is not 100% completed

2 replies

Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • 1306 replies
  • Answer
  • November 2, 2023

@ashenfdo in standard functionality, there is no dependency between approvals and sales quotation statuses.

I would assume this toast message is being triggered maybe from a custom event?

In the past I worked with a customer and they had the requirement to approve Sales Quotations before releasing them. There I have created

  • a custom event to attach an approval template to the Sales Quotation header
  • a custom event to stop the Release action if the approval is not 100% completed

ashenfdo
Sidekick (Customer)
Forum|alt.badge.img+8
  • Author
  • Sidekick (Customer)
  • 78 replies
  • November 2, 2023

@ashenfdo in standard functionality, there is no dependency between approvals and sales quotation statuses.

I would assume this toast message is being triggered maybe from a custom event?

In the past I worked with a customer and they had the requirement to approve Sales Quotations before releasing them. There I have created

  • a custom event to attach an approval template to the Sales Quotation header
  • a custom event to stop the Release action if the approval is not 100% completed

Thank you Marcel I was able to find the custom event, The entity of the event is not the window quotationorder but its the ApprovalRouting