You are not able to delete a Sales Quote with Approval Status as Approved.
Reproducing the Issue
- Go to the Sales work center ;
- Go to Sales Quotes view;
- Select the Sales Quote 123 (123 represents the Sales Quote ID);
- Press Actions -> Delete (trash bin icon);
- The errors below appear:
- The item can't be deleted due to the status of the document;
- Deleting data not possible; deletion disabled;
- The header can't be deleted due to the status;
- Save could not be executed
This is the expected system behavior.
Sales Quotes which have been submitted (approved/printed) can not be deleted any longer. As the Approval Status is as Approved, this rule is applicable.
The system does not allow it, as an approved quote has been communicated to the account responsible also other internal objects reference it e.g. the object handling the approvals.
As workaround, you need to maintain the Sales Quote as Lost.
KBA , LOD-CRM , Cloud for Customer , How To