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Finance | Project Operations, Human Resources, ...
Suggested Answer

Security permissions to approve project quotations

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Posted on by 316

Hi,

I struggle to find the exact menu item that is needed to approve project quotations. I have identified that the default privilege "Maintain project quotation details" gives this access, but I would like to know the exact menu item. Does anyone know?

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,606 Super User 2025 Season 2 on at

    Hi Gaute,

    The menu item name is: PSAProjQuotationApprovalAccept. It is an action menu item.

  • Gaute K Profile Picture
    316 on at

    Adding PSAProjQuotationApprovalAccept did not work. However, I think I searched for the wrong menu item, as the document is a sales quotation. Do you know what the menu item needed to approve sales quotations is called?

  • André Arnaud de Calavon Profile Picture
    301,606 Super User 2025 Season 2 on at

    Hi Gaute,

    There is a difference between a sales and project quotation. ;)

    For the standard sales quotation, the menu item is: RetailSalesQuotationLineWFApprApprove

  • Gaute K Profile Picture
    316 on at

    RetailSalesQuotationLineWFApprApprove did not work either. What other type of menu items could it be?

  • NikolajSorensen Profile Picture
    1,792 on at

    Can you share some details about what process you are trying to grant access to?

    Prerably with screenshots.

    As you have confused project and sales quotations, I would like to know what exactly you are looking for when saying "Approval".

    So please share details about what specific button/action that you want someone to have access to, to ensure we understand exactly what you are looking for.

  • André Arnaud de Calavon Profile Picture
    301,606 Super User 2025 Season 2 on at

    Hi Gaute,

    Next to the questions from Nikolaj, can you elaborate on what you experience as "did not work"?

  • Gaute K Profile Picture
    316 on at

    7701.screenshot1.png

    screenshot2.png

    The reason why I was not sure about project/sales quotation is because both are refered to in the fields (see screenshots above)

    A user submits the quotation, and based on the workflow configuration it should be approved by his/her manager. However, the quotation never reach the manager as the workflow stops, indicating that the manager lack security permissions. 

  • Suggested answer
    Mohit Rampal Profile Picture
    12,565 Moderator on at
  • Gaute K Profile Picture
    316 on at

    I added the default privilege "Maintain project quotation details" to one of the user's security roles, and resumed the workflow. This worked. However, the privilege contains a lot of menu items, and I still do not know which one is required to approve this workflow.

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