Send Project quotations without an approval workflow
Hi, there should be a parameter to enable the Project quotation review workflow process. Currently you can only process ('Send') a quotation if the status is Approved - and therefore if our business doesn't need to approve project quotations, we have to setup a workflow which automatically app...
Cancel item requirements packing slip
Have the possibility to cancel packing slips for project item requirements sales orders.
Thank you for this suggestion. We have delivered this functionality in 2023 Wave 2. The feature needs to be enabled in feature management to enable this. If the item requirement is connected to a purchase order there is a second feature that also needs to be enabled.
Cancel a purchase order product receipt with a linked item requirement | Microsoft Learn
Administrator
In the modern Project Operations, attaching a workflow to Project Quotation is optional.