@Dilan Senevirathne Thanks for checking. It is a bit odd though especially considering the field labels. If there was a need to have customer part description on CO line, the specific Customer Part Description field potentially could have been made available instead of forcing this behavior.If anyone anyone else has further insight or the reasoning behind this behavior, I’d appreciate that.Thanks!
Hi,I have the exact same question. Did you find an answer to this and would you please share that? Thank you!G
Hi @GGS - something to think about if you are going to quote using an NISP part in Sales Quotation. Will you be creating a new part if the quote is won? If Sales Quotation works the same way as Customer Order, you can’t change the part# on an existing item, so you might have to recreate the line item once it is won. In Business Opportunity, we update the non-existing part line with the part number. Yes, we would be creating a new part once quote is won.It is a great point that if NISP on a quote line cant be replaced by an ‘actual’ part number then the effort would involve replacing the whole line as against just the part if its on the Business Opportunity. I wonder if there is a line copy function. I’ll check.Another thing I’ll check is whether the NISP price (and description) on a quote would sync back to the NISP master in the likely event the same generic NISP is used across multiple quotes. I doubt it would sync back.Thanks!
hi @GGS Have you considered using the Business Opportunity instead, with the non-existing part option? The main drawback is there is no standard output document for the opportunity. But you can work around that with a custom report of some kind. @paul harland Thanks for your response.I haven’t looked into this specifically yet but sounds like Business Opportunity to quote could be a very viable solution.How would you compare this solution against using a non-inventory part on Sales Quotation. This would probably eliminate need for a custom report from sales quotation and also potentially any need for custom fields on Opportunity to mirror the quoting functionality. What do you think?
We have the same scenario and we decided to use Business Opportunity instead of Sales Quotation. We also use Estimate to support some quote scenarios. We quote straight parts and things we build. We do not create a part until we receive an order. We initially built an IFS report to be our proposal document. Now we use a Word document with macros and document management to build the proposal. Since we don’t use Sales Quotation at all, we used custom fields to add some additional fields we needed in the quote to order step (example - supply code), and created a custom event to automatically copy those values over to the order on create. @jhooperyan Thanks for your response.Using business opportunity to quote seems to be a potent solution.Could you comment on why did you move away from using a Word document with Macros as against modifying the IFS report from Business Opportunity to the taste?
Need to clarify that we are using Sales Quotation only for spare parts or simple service quotes because of its simple process and it does notmatterif same quote have existing parts as well. Then when/if customer orders an non-existent part, we will create new “actual" parts to system. Projects, modifications etc bigger sales processes are quoted with business opportunity @TPLaine thanks for your response.So you are using Sales Quote by using non-existing parts early on and replacing them with actual parts when there is an order.You are also using Business Opportunity to quote when there is a bigger project / process involved.Since you are using both potential solutions could you comment on some of the benefits / disadvantages of each?Also, when you update the description or price of a non-inventory part on a Sales quotation, can you confirm that does not sync back to the part master and we could use the same non-inventory “generic part” across multiple different quotes?
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