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Question

How to Copy a Service Quotation?


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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

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  • Do Gooder (Customer)
  • 9 replies
  • September 23, 2024

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


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  • Author
  • Superhero (Customer)
  • 252 replies
  • 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


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  • Do Gooder (Customer)
  • 9 replies
  • 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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