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Small and medium business | Business Central, N...
Suggested Answer

Sales Quote Approval

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Posted on by 420

Hello all,

I am trying to create an approval workflow for Sales quote via the template from BC. It works fine, my only problem is that I can still send/print the quote without being approved.

Is there a way to block the sales quote from being send or printed during the approval process? Or can I set up sales quotes to be send/printed only when the status is released?

The workflow should go as follows:

User 1 creates sales quote

Approval gets send to User 2 / quote is blocked from further action

User 2 approves sales quote

User 1 sends the quote to a customer

Thanks in advance.

Regards

Erik

I have the same question (1)
  • Suggested answer
    Mohana Yadav Profile Picture
    60,999 Super User 2025 Season 2 on at

    you can check while printing the quote whether status is approved or not.

    throw an error if it is not approved.

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