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How can we maintain a quotation copy of customer after confirming the sale

By
Remya
on 5/8/13, 9:52 AM 2,050 views

I want to maintain a quotation copy of customer. But when we click confirm sale the quotation disappears and it become sale order.

Is it possible maintain a copy of quotation for future use?

0
Sudhir Arya (SA)
On 5/8/13, 10:09 AM

Quotation is itself a sale.order. Quotation and Sale Order both have same object sale.order.

To make a copy of Quotation you have to customize it and write a code which will make a copy of Quotation when will confirm.

Can you please help to solve this issue?

Remya
on 5/9/13, 2:17 AM

It's up to you how you want to solve it. You can either maintain Quotation reports as Christian said or you can make copy of Quotation when it is going to confirm.

Sudhir Arya (SA)
on 5/9/13, 2:27 AM

There is another way that you can create one object named sale.order.history which will maintain Sale Quotation.

Sudhir Arya (SA)
on 5/9/13, 2:29 AM

What is the beat option you can suggest? Requirement:::I want to see all my quotation history. First i thought the suggetion made by Christian. Second option:::Install Document Management System module & attach the quotation.

Remya
on 5/9/13, 2:37 AM

How can i see all quotation history at a time?

Remya
on 5/9/13, 2:37 AM

Is this module available? Or i want to custom it?

Remya
on 5/9/13, 2:39 AM

No its not available. You have to create custom module.

Sudhir Arya (SA)
on 5/9/13, 3:19 AM

Can you help me to create that module? I'm not confidence in the coding part.

Remya
on 5/9/13, 4:34 AM

Hi Sudhir, Any other method to solve the issue?

Remya
on 5/9/13, 8:21 AM

I see this two options right now. I don't know whether is there any other option or not.

Sudhir Arya (SA)
on 5/9/13, 8:30 AM

Can you help me to create sale.order.history?

Remya
on 5/9/13, 8:36 AM

"To make a copy of Quotation you have to customize it and write a code which will make a copy of Quotation when will confirm"

Is it possible to do this so that the quotation number will be the original quotation number, so the system would not create quotation with individual quotation number?

Niko
on 11/7/13, 4:05 AM
0
Christian Twinckle
On 5/8/13, 10:53 AM

you can also make a print and can maintain a quotation copy for customer.

I first thought this option, but i want a copy in software.

Remya
on 5/9/13, 2:13 AM

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Asked: 5/8/13, 9:52 AM
Seen: 2050 times
Last updated: 3/16/15, 8:10 AM