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
Category: Sales and marketing
Workflow on sales orders is a basic requirement.
As soon as a user creates a sales order, demand is driven into MRP and planned orders are generated. It is not logical that we can have complex workflows for purchase orders which can bring stock into our business but absolutely nothing for sales orders which can bring stock into our business.
Category: Sales and marketing
This should also apply to a return order as a document will trigger a customer refund
Category: Sales and marketing
Having a workflow on Sales quotation like it exists already in the project quotation is a common requirement...
Category: Sales and marketing
This is very basic missed functionality and highly awaited including Sales invoice workflow.
Category: Sales and marketing
The similar request has been posted recently.
I hope that MS would be aware that this is a common request raised by customers during fit&gap analysis phase.
https://experience.dynamics.com/ideas/idea/?ideaid=4274820e-ecba-ec11-bea1-0003ff45946d
Category: Sales and marketing
Sales order workflow is critical for many customers.
Category: Sales and marketing
Definitely agreed
Category: Sales and marketing
Administrator on 8/25/2022 12:42:34 PM
We appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback and prioritize it accordingly in our backlog.
Dasani Madipalli - Program Manager - Microsoft Dynamics for SCM