Microsoft Dynamics AX (Archived)

how to create a workflow for sales quotation in

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Posted on by srinivas pamidi

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i need to develop a new workflow for sales quotation.

how to achieve this.

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Martin Dráb 237,878 Most Valuable Professional on at

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

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Sohaib Cheema 49,438 User Group Leader on at

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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"

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srinivas pamidi 1,737 on at

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Thank you it is working.

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Abhinav 22 on at

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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?

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Sohaib Cheema 49,438 User Group Leader on at

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Hi Abhinav ,

have you enabled configuration key named as project-III ?

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Abhinav 22 on at

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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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Community Member on at

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We're encountering the same problem as Abhinav.

Did anyone manage to sort this out?

thanks

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Manpreet 15 on at

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Hi sohaib,

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

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Community Member on at

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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?

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Manpreet 15 on at

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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

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