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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

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Posted on by srinivas pamidi 1,737

i need to develop a new workflow for sales quotation.

how to achieve this.

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  • Chen901 Profile Picture
    Chen901 9 on at
    RE: how to create a workflow for sales quotation in

    Hi, Did you manage to work this out?

  • DeepakKalra Profile Picture
    DeepakKalra 112 on at
    RE: how to create a workflow for sales quotation in

    did you get any clue how to utilize the project review quote workflow for sales quote?

  • Jaekurtz1 Profile Picture
    Jaekurtz1 on at
    RE: how to create a workflow for sales quotation in

    I can get the workflow to work for Project but not sales quotation .. any advice ?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to create a workflow for sales quotation in

    Additional thing

    We are looking to create a approval workflow for Sales Quotation. Please guide us how we can achieve this functionality.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to create a workflow for sales quotation in

    Dear Manpreet,

    you did not mentioned those properties? Please share information. We are facing problem on sales quotaion. workflow is not triggering.

  • Suggested answer
    Manpreet Profile Picture
    Manpreet 15 on at
    RE: how to create a workflow for sales quotation in

    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to create a workflow for sales quotation in

    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?

  • Manpreet Profile Picture
    Manpreet 15 on at
    RE: how to create a workflow for sales quotation in

    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 Microsoft Employee on at
    RE: how to create a workflow for sales quotation in

    We're encountering the same problem as Abhinav. 

    Did anyone manage to sort this out?

    thanks 

  • Abhinav Profile Picture
    Abhinav 22 on at
    RE: how to create a workflow for sales quotation in

    Yes it is enabled

    I am able to trigger workflow on the Project quotation

    But when creating Sales quotation it does not triggers.

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