Question

sales offer revision

  • 17 November 2023
  • 1 reply
  • 36 views

Badge +1
  • Do Gooder (Partner)
  • 2 replies

Hello,
How is a new revision created in a sales proposal? I also want to see previous revisions of sales quotes.

How can I do that?


1 reply

Userlevel 6
Badge +11

Hi,

I assume you are asking about sales quotations.

A new revision of a sales quotation is generated by the system, if you make a change after the quote is communicated to the customer (print/mail). According to IFS help, changes to following would trigger a revision change.

Header:

Coordinator
Expiration Date
Delivery Terms
Ship Via
Payment Terms
Wanted Delivery Date
Salesperson
Delivery Address

Line:

Charges
Quotation Line
Quantities
Prices
Supply Code
Wanted Delivery Date
Delivery Terms
Ship Via
Promised Delivery Date
Discounts
Price-breaks
Delivery Address

 

There is no snapshot type saving of each revision, however, you can view the changes in quotation header and line history. But if you want to keep a complete image of how the quote look like in each revision, maybe you can do an export to excel/migration?

Hope this helps

Asanka

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