How to revise a quotation?

Question

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

patrick · Accepted Answer

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(

Fabien Pinckaers (fp) · Answer

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)

Mustufa Rangwala · Answer

Hello,
You can install https://apps.odoo.com/apps/modules/10.0/odoo_quote_sale_revision_number/
Regards,
Mustufa Rangwala

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