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plz somebody help me
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For Project quotations, workflow must be configured and activated. Once the quotation is approved, it can be marked as to "Sent" to customer/prospect. Setting the quotation to approved state without using workflow is not supported.
I agree to what David Massey has said above.
In addition I would like to mention following
i need to set the status "sent " if i change certain control value ;otherwise,i need it to set the status "Revised"
PSAProjQuotationStateChangeManager (class) is responsible to change status of Quotation in case you are using Workflow.
i know but how to change it in case of modified one control
Revised is not intended for value change of a control. It is a document state. The process flow for entering this state is that the quote has been sent to a customer (Once sent to a customer the quotation can not be edited). After the quote has been sent, the document needs to be edited (Proposal change, Requested work changed, etc.). There is an explicit action (button) to set the document into the Revised state. This allows editing of the quotation and forces the workflow process to be started again.
Forcefully you can do anything 'On changing value of any control' or 'On modified field of any field'.
But that would not be appropriate.
I cannot understand your issue. Can you please explain what you really looking for. From start of thread till yet no idea what you want to do. Please elaborate
I need to stop changing its type sent to revised in case certain control has been selected.
you can write your code in class which is responsible for changing status of Workflow i.e.
PSAProjQuotationStateChangeManager (Class) updateStatus (method)
static void updateStatus (RecId _salesQuotationRecId, SalesQuotationStatus _status) { SalesQuotationTable salesQuotationTable; ; select forupdate salesQuotationTable where salesQuotationTable.RecId == _salesQuotationRecId; if (salesQuotationTable) { salesQuotationTable.QuotationStatus = _status; if(salesQuotationTable.QuotationStatus != SalesQuotationStatus::Revised) { salesQuotationTable.update(); } else { if(!ConditionOfYourControl) { salesQuotationTable.update(); } } } }
if you don't want to modify your workflow classes a shortcut could be writing your code in update(method) of SalesQuotationTable and prevent there from updating status to revised.
I should have started the discussion with the question What version of Ax 2012 are you using?. This functionality has changed between AX 2012 RTM and AX 2012 R3. In R3 you can not modify a quotation once has been Sent unless the user set the document state to Revised for editing. There are some KBs to earlier versions around editing a quotation which was sent that update the document to Modified state.
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