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Question

How to Copy a Service Quotation?

  • May 16, 2023
  • 3 replies
  • 102 views
B
Superhero (Customer)
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Hello,

 

I’d like to copy a service quotation. How might I go about doing this? I see that Sales Quotations and Customer Orders have a copy button and page, would I need to create a new page and projection to accomplish this?

Thanks,
Bryan

3 replies

A
Do Gooder (Customer)
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  • AbbyS
  • Do Gooder (Customer)
  • September 23, 2024

@bdoucette Hello Bryan, have you ever found a way to do this?

B
Superhero (Customer)
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  • bdoucette
  • Author
  • Superhero (Customer)
  • October 1, 2024

Hi @AbbyS 

The only way I’ve found other than creating some type of workflow to read and replicate every line, is via a backend developer studio modification. IFS has prebuilt functions for copying orders that you should be able to grab.

Thanks,
Bryan

A
Do Gooder (Customer)
Forum|alt.badge.img+5
  • AbbyS
  • Do Gooder (Customer)
  • December 5, 2024

​@bdoucette Hello Bryan, what do you mean by prebuild functions for copying orders? Do you know where I should be able to grab them from?

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