I have a quote approval workflow. 1. Quote submitt...
# general
j
I have a quote approval workflow. 1. Quote submitted for approval by CFO 2. CFO approves Quote 3. Quote is locked There are times where after the CFO approves, the sales rep needs to edit the quote. Would I be able to replace step 3 with something so that if the record is edited, it takes it back to the "needs approval" state? Or a way to just lock the item lines?
j
Have you tried tried using the NetSuite Approvals Workflow bundle and customizing it to be a quote instead?
Similarly
j
@Jonah Ludas Yeah the workflow works but there is just some loopholes around processes. Right now, if the quote is approved by the CFO, technically the sales rep can still go and edit the quote. I want to lock the transaction lines because in order for a sales rep to reject a quote, they need to put in a rejection reason. In order to put in a rejection reason, the quote needs to be unlocked. If I can block them from editing the item lines that would solve it
m
Set display type of the fields to Disabled upon approval. This will make them view only.
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