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Hello,
I created a project quotation and I want to confirm it. But when i select On the Action Pane, the Generate group i find the Confirm button disabled
is there a setting I forgot?
thanks you for your answers
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Thanks, Sohaib Cheema it's working.
its must by Microsoft .
If you have Project3 (project III) configuration key enabled, its must to go through workflow. otherwise you cannot proceed with quotation
you can disable this condition using very small customization
if you don't want to use workflow you have two options only
1) disable project3 key
or
2) change code and customize it to break the standard of Microsoft.
Otherwise you have to use workflow with project3 key enabled.
for sure you would not like #1, because that is your ultimate purpose so ask your developer to do follwing
go to SalesQuotationTableType (Class) and then go to mayQuotationBeUpdated (method). Simply remove whole if condition and whatever is inside if
or create workflow configuration and go via approval process, you may put auto approve to save time
I found a link to answer my question.
Hi,
It looks like without workflow, I cannot generate and confirm the quotation - AX 2012. Appreciate if you can please confirm that workflow is mandatory? If it's not then kindly share other information, I maybe missing some set up in order to confirm the quotation without workflow enabled.
Thanks in advance.
Cheers,
Judy
Have you check whether it is due to the Review project quotations workflow? If you open the Project Quotation form and there is a yellow strip under the with a submit button, then there's an active workflow.
You can check the workflow setting at Project module -> Setup -> Project management and accounting workflows.
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