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
Comments
I just copied this from Tom Schofield for i have the same question for D365 finance and operations.
Category: General Ledger