web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / how to create a workfl...
Microsoft Dynamics AX (Archived)

how to create a workflow for sales quotation in

(0) ShareShare
ReportReport
Posted on by srinivas pamidi 1,737

i need to develop a new workflow for sales quotation.

how to achieve this.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Martin Dráb Profile Picture
    Martin Dráb 238,789 Most Valuable Professional on at

    Look into documentation: Developing a Workflow [AX 2012].

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,677 Super User 2026 Season 1 on at
    • The workflow for sales quotation is already there. Development is not required for the case.

    you may configure it using following path

      • Project management and accounting/Setup/Project management and accounting workflows
    • The workflow is named as "Review project quotations"
    • Its a shared workflow, used for both "Project quotations" and "Sales Quotations"
  • Verified answer
    srinivas pamidi Profile Picture
    srinivas pamidi 1,737 on at

    Thank you it is working.

  • Abhinav Profile Picture
    Abhinav 22 on at

    Hi ,

    Is there any specific setup to enable the Sales quotation workflow from the project quotation workflow

    It doesnot works for me.

    Is there any specific hotfix or something for this?

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 49,677 Super User 2026 Season 1 on at

    Hi Abhinav ,

    have you enabled configuration key named as project-III ?

  • Abhinav Profile Picture
    Abhinav 22 on at

    Yes it is enabled

    I am able to trigger workflow on the Project quotation

    But when creating Sales quotation it does not triggers.

  • Community Member Profile Picture
    Community Member on at

    We're encountering the same problem as Abhinav. 

    Did anyone manage to sort this out?

    thanks 

  • Manpreet Profile Picture
    Manpreet 15 on at

    Hi sohaib,

    i have project quotation workflow enabled. But on sales quotation form i don't get workflow enabled. any idea why?

  • Community Member Profile Picture
    Community Member on at

    I have configured workflow under project management but on sales quotation workflow does not trigger, is there any other parameter need to be enabled or settings?

  • Suggested answer
    Manpreet Profile Picture
    Manpreet 15 on at

    Check out the 2 properties of the design node in project quotation form. Same need to given  on sales quotation form and the workflow will get enabled. Will post the exact location once back from vacation

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Joris dG Profile Picture

Joris dG 5

#2
Sagar Suman Profile Picture

Sagar Suman 2 Super User 2026 Season 1

#2
Alexey Lekanov Profile Picture

Alexey Lekanov 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans