Work Flow for sales order

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

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

Thank You . it works.