JobBOSS | Ideas

Quote Revisions

Would like the system to track changes to quotes similar to PO's and routings, the best would be to generate a revision anytime a quote is modified then saved.

  • Mark Brooks
  • May 4 2017
  • Developed
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  • Guest commented
    22 Jun, 2017 04:26pm

    To resolve this issue we are currently using a field on the "CUSTOM" tab with-in thie Quotattion Entry module to post the revision numbers (01,02,03...) which then appears under the quotation number on printed documents. The Rev. # and reason for the Rev. is then manually typed into the Quotation Comments, which prints & travels with the document to the customer. (Ex.: * Rev. 01 - Additional price break added & lead time changed. User: time stamp)  If the revision is internal and not meant for the customer to view, a revision number is assigned, noted on the Quotation Comments as (* Rev. 01 - Internal Modification) & then further detailed in the same manner on the Quote Notes which does not appear on or travel with the printed document.

  • Paul Sawyer commented
    12 May, 2017 08:07pm

    I second this motion.  Too often a customer changes parameters and we are lest either copying to a new quote or dissolving the original, which could have value.

  • +54