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Data Workbench - Import sales quote with Status "Approved"

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486

Hello,

I need to import sales quote for history, and these already was approved.
I imported a Sales Quote template, and I put the Status "Concluded", the Progress "Win", Approval Status "Approved", Reference Status "Concluded" and Availability Status "Confirmed".

But when I saw the sales quote, it was Open, and not approved.

Is it possible to import without the approval process and appears as closed?

Thank you,

André Luís

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Former Member
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Hi,

It is not currently possible to import Sales Quotes with status 'Won' through Data Workbench. Also, it is not possible to import already approved quotes. This is the reason you see the reported behaviour.

Thanks,
Raffaele