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Question

Charge Lines on Sales Quote Dissapear

  • August 28, 2024
  • 2 replies
  • 29 views
H
Do Gooder (Customer)
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Hi All,

 

Currently on Apps 10 - when a user cancels a sales quotation, the lines on the charges tab dissapear. Is there any way to prevent this happening? It is useful to see what the charges were should a user want to review the quote for any reason.

    2 replies

    Piyal Perera
    Hero (Employee)
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    • Piyal Perera
    • Hero (Employee)
    • August 28, 2024

    Hi @harley.wilkie 

      This statement is from one of previous answer and I didn’t check now.

    • If you only make the Quotation Line(s) lost without making the entire Quotation header as lost, the charge lines will not be deleted.

    regards,

    Piyal

    Piyal
    H
    Do Gooder (Customer)
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    • harley.wilkie
    • Author
    • Do Gooder (Customer)
    • August 29, 2024

    Hi @Piyal Perera ,

     

    Thank you for your help.

     

    I tried cancelling the lines and setting them to lost. On both occasions that charge lines dissapear.

     

    My only solution at the moment is possibly a CLU that captures the charge line records and doesn’t delete.

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