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Openerp 7- Sales and Quotations

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Mayer Elyashiv
on 9/25/13, 2:59 PM 1,757 views

How can i keep Quotations when they are in "Done" status? My users don't want to havie just a Sales Order. They need to keep an history, and to make changings to the quotation, and then save time from creating a new one.

2

You cannot do this without custom developments. A quotation that gets validated becomes a SO. It's the same document. I'm not sure to understand why it's a problem. Every SO was a quotation before, so there is you history... If you need to make a change to a quotation that has been validated in a SO, you should duplicate it (it will make a quotation) and edit it.

Ok, thank you Fabrice. i wasn't aware of the fact that if you duplicate a Sales Order, you'll get a Quotation.

Mayer Elyashiv
on 9/25/13, 8:00 PM

In the situation where customer only orders some of the product lines on the quotation, then the ones which are not ordered will disappear.

Can these quotation lines which have not been ordered (and therefore have been deleted before confirming SO) be found from somewhere?

Niko
on 11/7/13, 3:47 AM

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Asked: 9/25/13, 2:59 PM
Seen: 1757 times
Last updated: 3/16/15, 8:10 AM