Dear Experts,
I'm trying to find a practical solution for allowing one status to be set at any time on a quotation while keeping a clean status profile.
Please check the example below:
The possible values of the quotation status are on the left.
The user positions are on the right.
created initial state
to be approved set by sales advisor
approved set by manager
rejected set by manager
sent to customer set by sales advisor
I need to add another status "expired" that will be set automatically through an action.
(the "expired" status is set if the current status is neither "accepted" nor "refused" after the validity date passes)
This status needs to be available (to be used/set) at any moment.
So the normal sequence in the status profile should look like this:
created
expired
to be approved
expired
approved
expired
rejected
expired
sent to customer
expired
The repetition of a status within a status profile is not possible.
So I end up with the following form, which is quite inconvenient.
created
expired1
completed
expired2
to be approved
expired3
approved
expired4
rejected
expired5
sent to customer
expired6
Any opinions would be appreciated.
Regards
Razvan Zainea