This is the initial phase of the sales quotation process after the transaction has been successfully saved on the first attempt. During this phase, user can still update / revise the information since the fields remain editable aside from the transaction ID (Sales Quotation ID), Workflow Type and Sequence Number in Item Table. After the user verifies all the information is correct, he can proceed to submit it for approval (if there’s an approval process) or post the transaction (if there’s no approval process) or void the transaction.
This is an optional status of the sales quotation process if the workflow requires an approval. During this phase, the fields are non-editable, and users are awaiting approval or rejection of the transaction.
This is one of the final phases of the sales quotation process where transaction considers as invalid. During this phase, all the fields in Main Tab are non-editable. This status is only accessible if the transaction does not reach the posted state.
This is the posted status of the sales quotation. During this phase, there’s no fulfillment done, however, there may be partial billing or no billing process at all.
This is an optional status of the sales quotation if the workflow requires an approval. During this phase, since fields are editable, user should update/revise the information as the approver rejects the transaction owing to some wrong information, missing info, etc. Once the incorrect or missing information has been rectified, the record can be submitted back for approval or void the transaction.
This is one of the final processes of the sales quotation. During this phase, partial fulfillment occurred. Transaction can be closed when there’s no available stocks and the remaining items cannot be fulfilled anymore.