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Is it possible to create a new quotation service from a previously rejected quote?

  • March 26, 2024
  • 1 reply
  • 56 views
S
Do Gooder (Customer)
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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?

Best answer by Thilini Kumarasinghe

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

 

    1 reply

    Thilini Kumarasinghe
    Ultimate Hero (Employee)
    Forum|alt.badge.img+21

    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

     

    www.linkedin.com/in/thilini-kumarasinghe-7ab61b78


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