CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
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?
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
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|Asked: 3/26/13, 12:16 PM|
|Seen: 11549 times|
|Last updated: 9/19/17, 3:02 AM|