How do we get an existing quote to pull revised pricelist prices? We’ve got long sales cycles sometimes, and often old quotes will need to be re-quoted with today’s pricelist pricing (we constantly update our pricelist instead of issuing a new ones).
Instead of re-keying an order, one of our salespeople said they clicked on something, and epiMagically the prices updated. I couldn’t find that magic button or action, and they don’t remember what it was… Does anyone have ideas? Thanks!
Andris, I don’t know what it is, but I just had that thought as I woke up this morning. We are in the middle of a price increase and I thought to myself, “what happens when they try to duplicate old quotes/use old quotes?”
Not sure of the button you speak of, but I am intrigued to find out!
In Quote Entry, if you do Actions>DuplicateQuote, it’ll retain the original pricing from the first quote. If you then add a new line, it’ll use the new pricing.
That’s what I was expecting it would do which makes sense since you are “duplicating.”
But, where is this magic button you speak of…
Been awhile since I worked on the quote side. Does Refresh Worksheet trigger it?
@Randy - No, Refresh Worksheet doesn’t. I tried changing Marketing Event Codes too, and that didn’t do it either.
Buuuut, changing the customer did! Which makes sense, since price lists are customer driven.
Interesting…
I think changing part does too, I know I’ve seen it triggered without changing the Customer. Like I said, I’ve been working on other areas for awhile and haven’t works with Quotes recently.
For sure the part change Randy. I think Ship-to as well.
Changing product group should also trigger
Thanks, guys. Some of our larger quotes are 50+ lines, so triggering a quote-wide re-calc on one change is ideal.
Andris, I am with you, would love to see that.