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Security permissions to approve project quotations

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Posted on by 310

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?

  • Gaute K Profile Picture
    Gaute K 310 on at
    RE: Security permissions to approve project quotations

    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.

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
  • Gaute K Profile Picture
    Gaute K 310 on at
    RE: Security permissions to approve project quotations

    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. 

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,162 Super User 2025 Season 1 on at
    RE: Security permissions to approve project quotations

    Hi Gaute,

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

  • NikolajSorensen Profile Picture
    NikolajSorensen 1,737 on at
    RE: Security permissions to approve project quotations

    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.

  • Gaute K Profile Picture
    Gaute K 310 on at
    RE: Security permissions to approve project quotations

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

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,162 Super User 2025 Season 1 on at
    RE: Security permissions to approve project quotations

    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
    Gaute K 310 on at
    RE: Security permissions to approve project quotations

    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?

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,162 Super User 2025 Season 1 on at
    RE: Security permissions to approve project quotations

    Hi Gaute,

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

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