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please guide to have separate series (sequences) for Quotation, we need to have

S0001 and Q0001 separately... is it possible? 

will this effect on sale order lifecycle? how we can handle to implement for complete lifecycle? and all required things to be done.

waiting for your expert guidance.

regards

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Hello,

Yes, you can achieve that.
You have to manage the separate sequences for the quotation and sale order. 
When the user confirms the quotation it converts into the sale order and the sequence will be updated according to the sale order, so it is not affected on the sale order life cycle.

You have to do some customization to achieve this requirement.

Thanks,
info@creyox.com


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编写者

thank you @Creyox Technologies, sorry, but to be clear as mentioned "sequence will be updated according to the sale order" will this update Q0001 to S0001 or i misunderstood? plesae guide.

i can only use Settings -> Technical to create a new Sequence ( copying exising for Sale Order ).

regards

Yes, Q0001 is updated to the S0001 when the user confirms the quotation.
You can't manage this by creating a new sequence you have to write the code to update the sequence on the quotation confirmation.

Thanks

编写者

but where to "write the code to update the sequence" i failed to find it yet. ( already mentioned that i can't use any custom module ) , have checked Actions and Models but i nothing found.

regards

You can write the code in automated actions.

Thanks,

编写者

Thank you, will check what i can do to achieve it.

with kind regards

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