SAP Knowledge Base Article - Public

2810942 - Set the Status of Sales Quotes Using Workflow Rules

Symptom

You want to set the status of a sales quote to 'Won' or 'Lost' using workflow rules but 'Status' field is not available for Field Update action.

Environment

SAP Cloud for Customer.

Reproducing the Issue

  1. Go to Administrator work center.
  2. Go to Workflow Rules view.
  3. Click on New.
  4. Enter the Mandatory fields and select Business Object as 'Sales Quote'.
  5. Click on Next and define the relevant conditions as per your requirement.
  6. Click on Next.
  7. Select the Rule Type as 'Field Update', click on 'Add'.
  8. In the Field dropdown 'Status' field is not availbale for selection

Cause

As per the standard system behvior you cannot updated the Status of a Sales Quote directly by workflow (field update).

Resolution

  1. You can set the "Reason for Rejection" via workflow rules and cancel a quote. A cancelled quote which has previously been submitted will then implicitly also be set to lost. So the status of Sales Quote changes to 'Lost'.
  2. Setting the status of Sales Quote to 'Won' via workflow is currently not possible.We will plan to enhance this future. 

Keywords

Workflow rules , sales quote , KBA , LOD-LE-CQP , Customer Quote Processing , LOD-CRM-WKF , Workflow , Problem

Product

SAP Cloud for Customer core applications 1905