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.
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.
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|Asked: 9/25/13, 2:59 PM|
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|Last updated: 3/16/15, 8:10 AM|