Request administration - Re-organized screens
You can access the Request screens from both Settings and maintenance and Service. They contain the same information and settings but look slightly different. The screens in Requests are:- Categories
- Priorities
- Request status
- System templates
Triggers - Quote approval triggers
When you work with sales you might have come across sales that need approval because the discount is too high or for another reason. To handle approvals efficiently, you can use these triggers:- Before save, approved quote
- Before save, rejected quote
- After save, approved quote
- After save, rejected quote