Workflow for Approving Quotations
This workflow scenario supports your enterprise processes for quotation processing.
The workflow Releasing Quotations is then set when a person responsible for releasing quotations needs to approve the quotations created.
The type linkage for the result ToBeReleased
for the workflow WS10000279 is deactivated by default and has to be activated again in Customizing if you wish to start the workflow template. The workflow task processors must also be maintained. In Customizing for .
The results Released
and Completed
used in the template are generated via status management. The assignment between application status and result must also be modified for 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 between the status change and the result ToBeReleased
must be maintained. 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 the CRM Online System. For more information about actions, see the Implementation Guide under . You can make the necessary settings here.)
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 rejected. If the quotation is released, it can be processed further.
The following information is of a technical nature. You need this information if the implementation details are relevant to you, or if you wish to make your own enhancements.
The actual procedure is implemented in the workflow template WS10000279 (CRM_O_Rele)
The event ToBeReleased
is entered for the object category BUS2000115
(sales transaction CRM) as a triggering event.
BUS2000115
(sales transaction CRM)
The standard rule 00000168 Manager US
is used to determine the supervisor.