Skip to main content
Question

sales offer revision

  • November 17, 2023
  • 1 reply
  • 82 views

Forum|alt.badge.img+1
  • Do Gooder (Partner)
  • 2 replies

Hello,
How is a new revision created in a sales proposal? I also want to see previous revisions of sales quotes.

How can I do that?

1 reply

Forum|alt.badge.img+11
  • Hero
  • 193 replies
  • December 8, 2023

Hi,

I assume you are asking about sales quotations.

A new revision of a sales quotation is generated by the system, if you make a change after the quote is communicated to the customer (print/mail). According to IFS help, changes to following would trigger a revision change.

Header:

Coordinator
Expiration Date
Delivery Terms
Ship Via
Payment Terms
Wanted Delivery Date
Salesperson
Delivery Address

Line:

Charges
Quotation Line
Quantities
Prices
Supply Code
Wanted Delivery Date
Delivery Terms
Ship Via
Promised Delivery Date
Discounts
Price-breaks
Delivery Address

 

There is no snapshot type saving of each revision, however, you can view the changes in quotation header and line history. But if you want to keep a complete image of how the quote look like in each revision, maybe you can do an export to excel/migration?

Hope this helps

Asanka


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings