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C4C Approved quotes can not be editable for the Account change

Former Member
0 Kudos

We have created the C4C quote and sent for the approval, when approval rejected or approved the quote is not changeable for the Account/Product Info. "Some selected entries can not be deleted" message we are encountering. Any suggestion?

Accepted Solutions (1)

Accepted Solutions (1)

guenter_wilmer
Employee
Employee
0 Kudos

If a quote has been approved, it will be automatically submitted to the customer ( via e-mail or print)

A submitted sales quote can still be changed, since account might still ask for price adjustments or other adjustments.

But once a sales quote has been submitted to the account (Progress Status shows Pending), the account cannot be changed anymore. This is also valid for products. Quote once submitted does not allow the deletion of products. Products can only be rejected on item level (Reason for Rejection is hidden field on item level) then.

By the way, a quote with Approval Status In Approval can be revoked, if Reason for Rejection on header is set and removed again. If Progress status show Not Relevant, the account should still be changeable.

Former Member
0 Kudos

The Approved quote can be turn in to Pending Progress Status with reject reason, not able to send it to Not relevant as the progress status, so the account can not be changeable. SDK is the only solution? any alternatives?

guenter_wilmer
Employee
Employee
0 Kudos

This is not applicable via SDK. If quote has been submitted to a customer, you cannot change the customer. Fields put to read-only by the standard system, should not be changed via SDK logic.

You could copy the quote and then change the customer again.

Answers (0)