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How to set Cost Plan to "Submitted" Status using a Process?

Question asked by mattguercio on Mar 21, 2019
Latest reply on Apr 5, 2019 by mattguercio

Hello - 

 

Thank you in advance for your time and effort.

 

I'm working on a process that replaces the OOTB "Submit Plan of Record for Approval" workflow, as the latter requires the approver to have a Full user license (and we're keeping those individuals as View Only licenses).

 

The obstacle I'm trying to overcome is setting the cost plan to "Submitted" status.  Using the "Approve or Reject Cost Plan" option in System Action (AI), and selecting "Submitted" status, I receive an error when running the process that basically says, "Cost plan must be in Submitted status for approval or rejection."

 

Fundamentally speaking, it seems the system does not recognize the AI step that sets the status to "Submitted."   Am I doing something wrong, or is there a different way to set the status to "Submitted" using an automated system event within an action item?

 

Appreciate any and all information.

 

Thanks,

Matt

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