Comments
The workflow should also be able to consider the net amount on the sales quotation.
A commonly requested scenario is:
Every quotation surpassing the total amount of XY should be cleared by the supervisor.
This should also be implemented in a way that makes it impossible to send quotations surpassing an amount of YX in the first place.
The status = Sent is set when posting the journal and that should not be possible unless the amount is not surpassed. Maybe realize it by setting a parameter in similar to margin alert.
If total amount < XY you can send without worklfow. If total amount > YX Workflow must be triggered
Agreed!
Ideally, the ability to enter a payee name and address from the Payment Journal and post to a G/L Account rather than a Vendor account.
Alternately (though both options would be better) - ability to issue a payment directly from the Purchase Invoice using a Misc. Vendor and Remit-to.