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Task #16891

closed

FE - QUOTATION NEW FLOW STATUS

Added by Redmine Admin 7 months ago. Updated about 6 hours ago.

Status:
Closed
Priority:
Normal
Assignee:
-
Start date:
11/18/2024
Due date:
11/18/2024
% Done:

100%

Estimated time:
0:00 h
Spent time:
GitLab ID:
1555
GitLab Milestone:
GitLab Ticket Number:
470
GitLab Time Logged:
43200
Lock Timeline Date:
No
gitlab project trace:

Description

Event Start State End state Notifications
1. Agent opens and save quotation. Requested In Progress
2. Requestor update RFQ. Requested Requested RFQ PDF generated and sent to FFWD/Salesperson
3. Requestor can only upload docs. In Progress In progress RFQ PDF generated + Uploaded docs and sent to FFWD/Salesperson
4. Agent send to supervisor for approval. In Progress Internal Approval Pending (IAP) Quotation PDF generated and notification for approval sent to supervisor
5. Supervisor approves. IAP Approved notification when approved sent to salesperson/user working on the quotation
6. Agent send to client. Approved Proposed Quotation PDF generated and sent to Client
7. Supervisor Rejects. IAP Internal Rejected (IR) notification when Rejectedsent to salesperson/user working on the quotation
8. Agent open and saves quotation. IR In Progress
9. Client confirm quotation and agent udpate status. Proposed Client Confirmed notification sent to client when confirmed
10. Client reject quotation and agent udpate status Proposed Client Rejected notification sent to client and supervisor when rejected with reason
11. Agent rework quotation. Client Rejected In Progress
12. Agent cancel quotation and adds a reason Any status Cancelled notification sent to client and supervisor when cancelled with reason

GitLab Sync Log

[{"id": "11654", "author": "Cedric Roussel", "hours": 12.0, "created": "2024-11-26T05:32:50.155Z", "log_date": "2024-11-26", "comment": "Imported from GitLab by @Cedric Roussel on 2024-11-26T05:32:50.155Z: 1d 4h-(12.0)h spend at: 2024-11-26", "status": "active", "deleted_by": "", "redmine_entry_id": 8373}, {"id": "11652", "author": "Cedric Roussel", "hours": 20.0, "created": "2024-11-26T05:32:23.922Z", "log_date": "2024-11-26", "comment": "Imported from GitLab by @Cedric Roussel on 2024-11-26T05:32:23.922Z: 2d 4h-(20.0)h spend at: 2024-11-26", "status": "deleted", "deleted_by": "11653", "redmine_entry_id": 8374}]

Actions #1

Updated by Redmine Admin 7 months ago

  • GitLab Sync Log updated (diff)
Actions #2

Updated by Redmine Admin 3 months ago

  • Status changed from QA to Closed
  • % Done changed from 0 to 100
Actions

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