Supply chain | Supply Chain Management, Commerce

How to enable Sales Quotation workflow in D365

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Posted on by DeepakKalra

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Hi,

I need to enable the workflow on sales quotations in the D365 PU33 environment,.

I see sales quote workflow thread where it suggested to use the workflow "Review project quotations" in navigation pane Project management and accounting/Setup/Project management and accounting workflows.

The workflow document class has the condition to run only for project Quotation(Enum) and all the related objects Template, Category, Approvals and Approval menu items are attached to configuration key "Project".

I have made the below changes to enable workflow on sales quotes.

1. Enable workflow on the sales quote form and attached project quote workflow template.

2.created new objects workflow Category, Approvals, and Approval menu items and made related setup.

3.COC class of document class to enable workflow for sales quote type as we have for the project.

4.Full Build

4.DB Sync

The workflow is still not enabled even on sales quotes after the above changes.

I would appreciate it if you please let me know what I have missed or I lost my track.

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DeepakKalra 112 on at

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Hi,

I need to enable the workflow on sales quotations in the D365 PU33 environment,.

I see sales quote workflow thread where it suggested to use the workflow "Review project quotations" in navigation pane Project management and accounting/Setup/Project management and accounting workflows.

The workflow document class has the condition to run only for project Quotation(Enum) and all the related objects Template, Category, Approvals and Approval menu items are attached to configuration key "Project".

I have made the below changes to enable workflow on sales quotes.

1. Enable workflow on the sales quote form and attached project quote workflow template.

2.created new objects workflow Category, Approvals, and Approval menu items and made related setup.

3.COC class of document class to enable workflow for sales quote type as we have for the project.

4.Full Build

4.DB Sync

The workflow is still not enabled even on sales quotes after the above changes.

I would appreciate it if you please let me know what I have missed or I lost my track.

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Ludwig Reinhard Microsoft Employee on at

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moved to the d365 forum

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André Arnaud de Cal... 305,012 Super User 2026 Season 1 on at

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Hi Deepak,

You can read the next blog and see if this can help you to see if you forgot something. d365technext.blogspot.com/.../avoid-over-layering-in-development-of.html

PS. I Moved your question to the Dynamics 365 SCM forum.

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Reyaz@Alfa 2 on at

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Hi Deepak,

Please check enableWorkFlowControls() method on salesQuotationTable form. This control the workflow visibility on sales quote form.

Regards

Reyaz

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Tony Yang Microsoft Employee on at

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Have you test if workflow enable for standard one?

The workflow is for Retail and it require call enter are in use.

If it work well in standard just not work in your extension, then you can check it as Andre posted

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