Sales Quotation Workflow button is not showing on the form

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Posted on by DK-12021156-0

Hi everyone,

I have created a sales quotation workflow in backend but the button is not getting visible on the SalesQuotationTable Form or Even on the SalesQuotationListPage. Earlier i selected Document menu item as SaleaQuotationListPage , even then the button was not getting visible on the form. Now, i have used SalesQuotationTable Document Menu item but same issue. I can not see the workflow button even on the list page and even on the details page.

Wrote canSubmitToWorkflow() and updatWorkflowStatus() method usign CoC of Table SalesQuotableTable. Even tried writing on Form DataSource but same issue.

I have tried these Workflow Categories : SalesOrder(Activated the workflow from Account Receivable), Campaigns(Activated the workflow from Sales and Marketing), SalesandMarketing (Workflow was not showing).

Can Anyone Help me out with this.

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Dynamics 365 Finance

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Martin Dráb 238,568 Most Valuable Professional on at

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Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

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Sohaib Cheema 49,632 Super User 2026 Season 1 on at

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Hi,

you do no need customization for this.

could you answer us a few questions please.

1) is project 3 key enabled?

2) do you have the quotations and new pricing engine enabled for dual write?

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