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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

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

 

Hope that helps!

Steve


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


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


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