Hi Gabriel,
We are facing something similar, but we have no approval process activated. So:
1. When we create a Sales Quote, Status = Open and Progress = Not Relevant. (that´s fine!).
2. When we choose Actions --> Submit, the Status = Open and Progress = Pending (I´m not really happy with it, but ok..).
3. When we choose Request Follow Up Document, Status = In Process and Progress = Pending.
We have a customer request here concerning the status of the sales quotes to be replicated to SAP ERP: they like to replicate only Sales Quotes = Won.
If we select the Status as Won before request the follow up doc, we are not able to make that follow up doc request.
Would you mind to help us with this situation to get the Status = Won? Or could you indicate me when/how we could get Status = Won?
thanks in advance!
Best Regards,
Paco Sola.