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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

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

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

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