Symptom
You are uploading Sales Quotes using Data workbench. In the template, you are updating Status as Won by maintaining field 'Set_as_Won' as 'TRUE' and you encounter an error "Action Set as Won not possible; action is disabled".
Reproducing the Issue
- Go to Data Workbench workcenter
- Click on Import View
- Select Individual Object : Sales Quote
- Browse and Upload the File
- Import the File and Finish
Cause
Currently it is only possible to upload quotes with Status Won if the quotes are consistent and do contain items associated with it.
Resolution
As a work around, add a dummy text item to the quotes and then it will be possible to upload the quotes with Status Won.
To insert a quote text item, use the Object SalesQuoteItem without any product (only description).
Keywords
Sales Quotes, Status , Won, SalesQuoteItem , KBA , LOD-LE-CQP , Customer Quote Processing , Problem