Hi Community,
I had renamed quotation to “Customer Quotation” when i cancel the quotation it should show amend button for sales engineers when in workflow
Thanks in Advance
Thanks in Advance
Any Suggestions please
Hi there,
Have you given that role Amend permissions?
https://docs.frappe.io/erpnext/user/manual/en/role-based-permissions
amend access is already given for users then also it is not showing because it is approved in workflow but we cancel in the form so it is not showing any suggestions please
Sorry, I’m not really understanding your situation. Can you share your workflow, ideally with screenshots?
There’s no state in your list corresponding to a cancelled document. If you add a new state, docstatus=2, called “Cancelled” or the like, what happens?
The workflows replace the standard “Draft”, “Submitted”, “Cancelled” statuses, and it seems the issue right now is that you’re mixing the two. I didn’t think it was possible to cancel a document from outside an active workflow, but apparently it is.
You need a workflow step that shifts from “Approved” to “Cancelled”. The problem now is that your workflow_state variable is “Approved”, which is supposed to have docstatus=1, but the document itself has docstatus=2. You may need to do some manual editing to get those things aligned again, either using the console or by temporarily creating some temporary workflow actions that shift between your current state and the desired one.
Going forward, make sure to cancel using a workflow action.
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Yeah, that’s what I’m trying to describe. I think you’re getting an error because the document is already cancelled. Do you face the same issue for new too, or just ones that were already cancelled?