You are uploading Sales Quotes using Data workbench. In the template, you are updating Status as Won by maintaining field 'Set_as_Won' as 'TRUE' and you encounter an error "Action Set as Won not possible; action is disabled".
Reproducing the Issue
- Go to Data Workbench workcenter
- Click on Import View
- Select Individual Object : Sales Quote
- Browse and Upload the File
- Import the File and Finish
Currently it is only possible to upload quotes with Status Won if the quotes are consistent and do contain items associated with it.
As a work around, add a dummy text item to the quotes and then it will be possible to upload the quotes with Status Won.
To insert a quote text item, use the Object SalesQuoteItem without any product (only description).
Sales Quotes, Status , Won, SalesQuoteItem , KBA , LOD-LE-CQP , Customer Quote Processing , Problem