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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 approves all quotations - and the user has to submit the quotation for approval and wait for the workflow jobs to process the quotation.


For purchase orders, there's a parameter which enables or disables the purchase order approval workflow, and the same should be available for project quotations.


Thanks


Tim Schofield

STATUS DETAILS
Completed
Ideas Administrator

In the modern Project Operations, attaching a workflow to Project Quotation is optional. 

Comments

T

Where can i find this parameter?

Category: Project Accounting

T

I highly support this idea. Most of our clients prefer not to wait for the workflow to finish when working with a project quotation. I support the suggestion to have a parameter that can activate/disable the project quotation workflow. Do you have a status update on this idea and roadmap? Thank you.

Category: Project Accounting