ahh I think I see. You do custom checkboxes on there.
We don't want to have to followup on people, but would like a
workflow in place so a quote has to go to a person for completion of
their step or a quote can't be closed. Its inevitable someone will
circumvent the process even if by accident, so we want to "accident
proof" that portion of it. It seems task sets are what this is for
since you can authorize only a specific role to complete that task...
I'll have to fool around with it a little bit more to see if I can't
get it to work the way I wanted it to.
Ideally we want:
1. person enters quote and saves it.
2. person approves their 'task' or the quote in general so to say -
and now it can be quoted.
We don't want to have to followup on people, but would like a
workflow in place so a quote has to go to a person for completion of
their step or a quote can't be closed. Its inevitable someone will
circumvent the process even if by accident, so we want to "accident
proof" that portion of it. It seems task sets are what this is for
since you can authorize only a specific role to complete that task...
I'll have to fool around with it a little bit more to see if I can't
get it to work the way I wanted it to.
Ideally we want:
1. person enters quote and saves it.
2. person approves their 'task' or the quote in general so to say -
and now it can be quoted.
--- In vantage@yahoogroups.com, "Winter, Patrick" <pjw@...> wrote:
>
> Force the approval?
> You can turn on tracking to see who is checking or unchecking check
> boxes.
> If your the person responsible for step3 which is check box 3.
> You watch for items to appear on your dashboard which has the logic
of
> checkbox2 = yes and checkbox3 = no.
> You do your thing then when your finished with this step check
checkbox3
> and the quote will now appear on
> the next persons dashboard.
>
> If you like have the final person make sure the check boxes are
checked
> and the appropriate person did it.
> If there is a problem you should be able to see thru memos or the
change
> log who caused the issue.
>
> Patrick Winter
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of adamtuliper
> Sent: Wednesday, October 11, 2006 1:00 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Approving a quote
>
>
>
> can you elaborate a little more on how this is used and how it
would
> force an approval?
> thanks!
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Winter, Patrick" <pjw@> wrote:
> >
> > We use the quote header check boxes for this.
> > We then use Dashboards for each check box to track what step it's
> at.
> >
> >
> > Patrick Winter
> >
> >
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com> ] On
> Behalf
> > Of adamtuliper
> > Sent: Wednesday, October 11, 2006 11:33 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Approving a quote
> >
> >
> >
> > If a quote needs to go to another department for approval, whats
> the
> > best way to achieve such a thing? I see built in support for PO
> > approval, what about quote approval? I tried with a task set but
> when I
> > marked the quote as quoted, it went right to a lost status, so I
> was
> > doing something wrong (if task sets can be used for that).
> >
> >
> >
> >
> >
> >
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> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
>
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