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Hi Experts,

This is about Request Quotation not sure I am missing something here.

Once a Request Quote is created I cannot edit the lines where this is possible in standard Service Quotation. It should be possible to edit lines in the Quote like adding more Discount, change Prices, invoicing Qty, adding more lines etc but I dont see this is possible in Request Quote compared to Service

See below that I cannot EDIT the line?

 

But no Service Quote this is possible, we can add, Edit lines etc

 

Is there a way we can update Request Quotation details, there should be right?

 

Thanks,

KM

Hi ​@KAMANUK ,

I too have noticed this limitation , and it would indeed be very useful if plan lines could be edited similarly to service quotations. I just checked the latest 25R2 EA version, and it still doesn’t support editing plan lines. Since this is a valuable feature, we could consider publishing it as an idea in the community.

Thanks,
Nethmini

Hi ​@Nethmini Kosvinna ,

Thanks, and yes — this is an essential function. When creating a quote, we must be able to modify it as we negotiate with the customer, as well as add additional items if needed etc. I’m surprised that such a crucial feature was missed by R&D.

I’ll go ahead and create an idea for this.

 

Thanks,

Kasun

An Idea Created:

 

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