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The quote was rejected in the system by the administrator by accident. When I try to recreate the quote from the work order, none of the lines are appearing on the quote. This leads to my question; can you create a new quotation from a previously rejected quote?

Hi @smason78,

 

May I know the IFS version you are using (Cloud 22R2, 23R1, App 10 etc)?

Also can I know whether the test flow you used is similar to below or is there any deviation?

 

Test flow in IFS Cloud 23R1 SU11:

 

  1. Create a work order and connect a customer.
  2. Create a work task.
  3. Enter some planning lines. For example I added a resource line and an expense line.
  4. Then create a service quotation from the work order.
  5. View the created quotation - planning details are visible.
  6. Calculate totals and reject the quotation.
  7. Now go back to the work order and create a quotation again.
  8. Note that the planning lines are available in the new quotation as well.

 

And regarding the question, I do not think it is possible to create a new quotation from a previously rejected quotation. Could not find any option.

 

Best Regards,

Thilini

 

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