Hi I would like to know if it’s possible to create a field quotation for multi sites or the best way to do that ? On the customer process, at the beginning, we have a quotation made for many customer sites and we want to link this same quotation for each site : 1 Quotation = Some service orders = 1 SV for each siteThanks for your helpRegardsanthony
Is there a way I can Submit and Activate multiple (>200) contract quotations at the same time? Like running a batch, or import? We are running Alliance v14. Thanks!
Hi,We are using v14.5 and we have a need to update a large number of customer addresses for one country and of course also need to make sure that we also update any associated service orders and contracts etc.Doing it manually, I can tick the box “Change Address in all records using this address” box to make that happen but is there a way I can update hundreds of addresses via an import or suchlike to get the same result. I don’t need anything in history updated, only Customer Center and anything else active/open.ThanksChris
Hello,is there a way to increase the duration of an existing customer contract without getting a new for new contract?I followed the alliance contract PDF instruction. but when using this, a new contract with new id is created, this i want to avoid.I also tried to change date in Expiraton Date and also via API, but both is giving error message:Error Message:: You selected an Expiration Date that exceeds the length of the original contract. The new Expiration Date should fall between the contract Start Date and the current Expiration Date. Thanks a lot for your replies.RegardsTorsten
Hi all - are there short keys to zooming in/out in Astea browser (like Ctrl +/Ctrl - in Internet Explorer)?
Has anyone got a process set up to handle inventory items that have an expiry date? Astea does have settings to be able to set product life in the storage section of the logistics section but given that you will have different batches arriving at different times for the same Product number, each batch having different expiry dates, this needs a fairly complicated process to handle that.If anyone is already handling this situation, I would like to hear how you manage it, thanks
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