Sales Quote Status Workflow
Sales Quote status is the system-controlled lifecycle. The Update Status menu shows only the transitions that are valid for the quote's current status and the instance's release mode. A status update to the current value is accepted without changing the quote.
Standard release mode
The normal commercial path is:
DRAFT -> OFFERED -> ACCEPTED -> RELEASED
A Draft quote must contain at least one line item before it can move to Offered. Sending it to Offered starts its validity period if one has not already started. Accepted is the point at which customer approval is recorded. Moving an Accepted quote to Released creates its linked Sales Order when none exists.
| Current status | Allowed next status | Result |
|---|---|---|
| DRAFT | OFFERED | Sends the customer quote. Requires at least one line item. |
| DRAFT | CANCELLED | Cancels the quote and its line items. |
| OFFERED | ACCEPTED | Records customer approval. |
| OFFERED | REJECTED | Records that the customer declined the quote. |
| OFFERED | EXPIRED | Occurs automatically when the validity period ends. |
| OFFERED | CANCELLED | Cancels the quote and its line items. |
| ACCEPTED | RELEASED | Creates the linked Sales Order, or synchronizes new quote lines and items to an existing order. |
| ACCEPTED | CANCELLED | Cancels the quote and its line items. |
| RELEASED | EXPIRED | Marks the released quote expired. |
| RELEASED | CANCELLED | Cancels the quote and its line items, cancels the linked Sales Order, and removes its Production Orders. |
REJECTED, EXPIRED, and CANCELLED have no outgoing status transitions. A quote cannot move backward from Offered or Accepted to Draft in Standard release mode.
Incremental Release mode
Incremental Release adds two transitions to the table above:
DRAFT -> RELEASED
RELEASED -> DRAFT
A direct Draft-to-Released transition still requires at least one line item. It creates the linked Sales Order when needed, or adds any new quote lines and items to the existing order. Returning a released quote to Draft is intended for adding diagnosis or repair scope. It does not remove the linked Sales Order or its Production Orders.
Legacy released-reserved quotes
RELEASEDRESERVED is retained only for compatibility with historical records. Such a quote can move to RELEASED or CANCELLED. New workflows do not enter this status.
Status and phase
A workflow phase is a tenant-defined label. Selecting a phase with an associated status asks Velosity to apply that status transition; the phase can be saved even if the status transition is not valid. Changing status does not change the phase. Use status for lifecycle decisions and integrations.