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We have a customer requirement to send the sales quote to a contact. Before the quote is released, it needs to be approved by different teams based on the type of item, customer category, etc. The customer should not be created unless the quote is approved by the customer. We are encountering an error while releasing the quote through the approval workflow because it does not allow the quote to be released unless the contact is converted into a customer. Microsoft support has informed us that Business Central does not allow adding sales lines to the sales quote without a Customer No. in the header, which is a design limitation that cannot be changed. Although workflows and the system allow using contacts, it should permit releasing the sales quote. I agree that a customer should be created when converting the quote into a sales order. 


Category: Sales
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