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4

How to revise a quotation?

By
Lawrence
on 3/26/13, 12:16 PM 8,870 views

Once a quotation is created it is assigned a code (for example SOxx). If a change is made to the quotation after it is sent to the customer is there anyway to modify the quotation and save as a new version of the same document (e.g. SOxx-V2) while keeping a copy of the original?

Thanks, Lawrence

4

patrick

--patrick--
1958
| 5 4 7
Baarn, Netherlands
--patrick--
patrick
On 3/26/13, 12:28 PM

Why do you want to change the number? It is possible to store the created PDF of the quotation on the quotation, so you can keep track of the changes. You can even use the date/time of printing the document to get different files attached to the quotation.

To set these date/time on the PDF:

Settings -> Actions -> Reports

Click on Quotation / Order

Click on button edit

In the field after 'Save as Attachment Prefix', place:

((object.name or '!NoName')+('_')+time.strftime('%Y-%m-%d-%H-%M').replace('-','')+'.pdf')

Click on Save to store the changes

0

Fabien Pinckaers (fp)

--Fabien Pinckaers (fp)--
6644
| 6 8 8
fsdsdfsdf, Belgium
--Fabien Pinckaers (fp)--

Odoo Founder & CEO

Fabien Pinckaers (fp)
On 4/4/13, 5:58 PM

Duplicate the quotation using the "More..." button on the top of the form view. This allows you to keep one version per document sent to the customer and validate the one that the customer accepts (and cancel the other ones)

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Asked: 3/26/13, 12:16 PM
Seen: 8870 times
Last updated: 3/16/15, 8:10 AM