Workflow for Approving
Quotations 
Purpose
This workflow scenario supports your enterprise processes for quotation processing.
The workflow “Releasing quotations” is then set when a person responsible for releasing should approve the quotations created.
Prerequisites
· The type linkage for the result ToBeReleased for the workflow WS10000279 is deactivated as a standard procedure, and, if you wish to start the workflow template, it has to be activated again in Customizing. The workflow task processors must also be maintained. In Customizing, choose Customer Relationship Management ® Basic Functions ® SAP Business Workflow ® Perform Task-Specific Customizing.
· The results Released, Completed used in the template are generated via status management. The assignment between application status and result must also be modified to the customer status profile.
·
The workflow
start result ToBeReleased can either
be triggered via status management or via actions in the
quotation. If you want the result to be triggered via status
management, the assignment must be maintained between the status change and
the result ToBeReleased.
For more
information, see 
Creation of Events
Upon Status Changes.
If you want the
result to be triggered via an action in the quotation, an action must be
defined that calls the method 10_Event_Create.
The method must be
provided with the import parameter event (value ToBeReleased).
(See also: Actions in CRM
Online. (Further
information on actions is available in the Implementation Guide under Customer Relationship Management
® Basic Functions
® Actions . You can make the necessary settings
here.)
Process Flow of Workflow WS10000279 (Releasing Quotations)
This workflow controls the release of quotations. If a quotation is saved in the application status “For Release”, the supervisor is required to release the quotation. If the release is rejected, the quotation must be changed or canceled. If the quotation is released, it can be processed further.
Technical Execution
The following information is of technical nature. You need this information if the implementation details are relevant for you, or if you wish to make your own enhancements.
Workflow template
The actual procedure is implemented in the workflow template WS10000279 (CRM_O_Rele)
Triggering events for the workflow template
The event ToBeReleased is entered for the object category BUS2000115 (sales transaction CRM) as a triggering event.
Object types
· BUS2000115 (sales transaction CRM)
Rule
The standard rule 00000168 Manager US is used to generate the supervisor.
See also: