How to enable submission button in Quotation?

I've made some chages to the workflow, so I can create a Quotation from a Client (the default option is from an Opportunity).

When I create a Quotation, there's no button named 'submit', the only button that is displayed is 'save', so I can't figure out how to change document state from 'Draft' to 'Submitted'.

This is a print from the demo, where the button is visible:

























And this is the same page, on my app:

Can anyone help me on this?

Thanks!




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Hello Mário Luan,

In Workflow master, you can set Doc Status for a particular Workflow Status. The Doc Status for Submit is 1.

Hence, when Wokflow Status which has Doc Status 1 is selected, then Quotation will be submitted. Check following help video (bit outdated) to learn how Workflow works in ERPNext.

https://www.youtube.com/watch?v=zuGv59_wJKw




On Thu, Mar 13, 2014 at 7:00 PM, Mário Luan <ma...@gmail.com> wrote:
I've made some chages to the workflow, so I can create a Quotation from a Client (the default option is from an Opportunity).

When I create a Quotation, there's no button named 'submit', the only button that is displayed is 'save', so I can't figure out how to change document state from 'Draft' to 'Submitted'.

This is a print from the demo, where the button is visible:

























And this is the same page, on my app:

Can anyone help me on this?

Thanks!




Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



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--
Thanks and Regards,
Umair Sayyed
www.erpnext.com



Note:

 

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Hi Umair,

Thanks for the fast reply.

I've watched the video and set up workflow master properly, but after I save a Quotation, when I try to change its state, I get the following error in the browser's console:

Traceback (innermost last): File "../lib/webnotes/widgets/form/save.py", line 17, in savedocs getattr(wrapper, action.lower())() File "../lib/webnotes/model/bean.py", line 348, in submit self.run_method('on_submit') File "../lib/webnotes/model/bean.py", line 229, in run_method getattr(self.controller, method)(*args, **kwargs) File "../app/selling/doctype/quotation/quotation.py", line 86, in on_submit self.update_opportunity() File "../app/selling/doctype/quotation/quotation.py", line 64, in update_opportunity webnotes.bean("Opportunity", opportunity).get_controller().set_status(update=True) File "../lib/webnotes/__init__.py", line 343, in bean return Bean(doctype, name) File "../lib/webnotes/model/bean.py", line 37, in __init__ self.load_from_db(dt, dn) File "../lib/webnotes/model/bean.py", line 52, in load_from_db doc = Document(dt, dn, prefix=prefix) File "../lib/webnotes/model/doc.py", line 84, in __init__ self._loadfromdb(doctype, name) File "../lib/webnotes/model/doc.py", line 143, in _loadfromdb raise webnotes.DoesNotExistError, '[WNF] %s %s does not exist' % (self.doctype, self.name) DoesNotExistError: [WNF] Opportunity Opportunity does not exist all-app.min.js:241
Traceback (innermost last): File "../lib/webnotes/handler.py", line 93, in handle execute_cmd(cmd) File "../lib/webnotes/handler.py", line 133, in execute_cmd ret = call(method, webnotes.form_dict) File "../lib/webnotes/handler.py", line 150, in call return fn(**newargs) File "../lib/webnotes/widgets/form/save.py", line 26, in savedocs raise e DoesNotExistError: [WNF] Opportunity Opportunity does not exist

And this is workflow master settings:



PS: I don't want to link Opportunity within a Quotation.

Thanks!

On Thursday, March 13, 2014 10:46:30 AM UTC-3, Umair Sayyed wrote:
Hello Mário Luan,

In Workflow master, you can set Doc Status for a particular Workflow Status. The Doc Status for Submit is 1.

Hence, when Wokflow Status which has Doc Status 1 is selected, then Quotation will be submitted. Check following help video (bit outdated) to learn how Workflow works in ERPNext.

https://www.youtube.com/watch?v=zuGv59_wJKw




On Thu, Mar 13, 2014 at 7:00 PM, Mário Luan <ma...@gmail.com> wrote:
I've made some chages to the workflow, so I can create a Quotation from a Client (the default option is from an Opportunity).

When I create a Quotation, there's no button named 'submit', the only button that is displayed is 'save', so I can't figure out how to change document state from 'Draft' to 'Submitted'.

This is a print from the demo, where the button is visible:

























And this is the same page, on my app:

Can anyone help me on this?

Thanks!




Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note



    You received this message because you are subscribed to the Google Groups “ERPNext Developer Forum” group.

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For more options, visit https://groups.google.com/d/optout.




--
Thanks and Regards,
Umair Sayyed
www.erpnext.com



Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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