Work Flow for sales order

#1

I want to set the workflow such that it after getting the quotation I need to get the sales order approved by the accountant after which only it gets goes for delivery .
I tried to set workflow in sales order doctype but will it effect the process of making delivery note and material request.
Please anyone help me to solve this … Please give me a clear idea to implement my requirement that is approval state as the first step of sale order.

Thanks In Advance.

1 Like
#2

Hi

In my opinion, you can achieve this using Role Permission Manager itself.

For the doctype Sales Order, you can give Submit rights only to the user with accounts role.

  • Sales User can create and save it but will not be able to submit.
  • Accounts user can review and submit the Sales Order
  • The options for material request and delivery note will be available only after the Sales Order is submitted.

Hope it helps !

Thanks
Rasika

#3

Thank You . it works.

#4