Quote Workflow Issue

I have a user that reported an issue today that I haven’t seen before. The user in our system is “whooyman”. He is able to move quotes into his queue (called “Engineering Review”), but is not able to move quotes out of his queue to any other queues. Specifically, he needs to be able to move quotes to “Estimating”, but it seems like no matter what queue he tries to move the quote to, it says “Quote moved to Engineering Review” at the top and the quote stays where it was. I played around with it a bit and I am struggling to figure out what this could be. Any help would be greatly appreciated!

Alex,

Thank you for reaching out to us about this! We apologize about the inconvenience this is causing. We have seen an issue where the workflow stages will not update for a user in particular scenarios. One quick workaround for this is to have another user move that quote out of his queue. Another method would be to clone the Quote and that normally lets the user change workflow stages from that new Quote.

However, we have a few questions about this instance ‘whooyman’ is having. Is he unable to move every quote or is it limited to a specific quote? Also has there been any updates recently on this user’s roles?

Regards,

It seems to be happening with every quote. We have not made any changes to roles for this user (or any user as far as I know) since this issue began happening. Hopefully this helps! Let me know if you need any more info. Thanks!

Hi, Alex,

We tried going into the system as ‘whooyman’ but didn’t find any current quotes, so we tried creating a new one. We first assigned the new quote to Wayne’s queue Engineering Review and then were able to successfully reassign it out of his queue to Estimating with Alex.

Would you be able to send a specific quote number that is having issues?

Thanks!
Cetec ERP Support