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New Revision of Sales Quotation

  • March 1, 2023
  • 3 replies
  • 147 views
KaneDK
Sidekick (Customer)
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Hi all,

 

I’m trying to create a new “Revision” of a sales quote, but I cannot see any options in doing so. The field “Revision No” is on the screen, but I cannot trigger a new revision?

We currently use Business Opportunity but are looking into starting to use Sales Quotation instead - So if any additional material is available, it would be most appreciated.

 

We use Apps9

 

Thanks,

Michael

Best answer by ArcStephA

Hi Michael - a new revision will be automatically generated if a released quotation is changed.

 

Hope that helps!

Steve

https://www.linkedin.com/in/michael-g-schjoldager-5566a348/
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3 replies

A
Do Gooder (Partner)
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  • ArcStephA
  • Do Gooder (Partner)
  • Answer
  • March 1, 2023

Hi Michael - a new revision will be automatically generated if a released quotation is changed.

 

Hope that helps!

Steve

KaneDK
KaneDK
Sidekick (Customer)
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  • KaneDK
  • Author
  • Sidekick (Customer)
  • March 1, 2023

Thanks Steve, was way easier than I expected :-D

https://www.linkedin.com/in/michael-g-schjoldager-5566a348/
KaneDK
Sidekick (Customer)
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  • KaneDK
  • Author
  • Sidekick (Customer)
  • March 20, 2023

Follow up question @ArcStephA, is there a way to see the previous revisions of the sales quotes? Or only the active one you’ll be able to see?

 

Thanks,

Michael

https://www.linkedin.com/in/michael-g-schjoldager-5566a348/
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