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Quote Status Reason for Activated Quotes RRS feed

  • Question

  • Hello,
       This may be a profoundly stupid question, but: when I activate a quote, is there a way to select the Status Reason that is assigned?  With my current deployment of 4.0, when I activate a quote, it just activates it with the default status reason (Pending, in this case).
        Is there something I'm missing?

    Thanks,
    Sean
    Thursday, May 7, 2009 7:17 PM

Answers

  • Hi,

    You can set default status reason when quote is activated.

    1. In the quote entity's attribute customization, edit the "Status Reason" (statuscode) Attribute
    2. Select the "Status" dropdown list to "Active"
    3. Add your custom status ("Pending" in this case)
    4. Select "Default value" dropdown list as "Pending"
    5. Save and close the form
    6. Publish the quote entity

    After published, now if the quote is activated, it should be changed to default status as "Pending".

    Cheers!
    Friday, May 8, 2009 4:08 PM