Configurator Order and Quote Comments

One thing you could do to prevent some type of copy paste error,misspelling between the two, or someone forgetting to update the two is Create 1 method rule on the Alt where the text is changed, and then in the method rules to set the quote and order comments, you could reference the above method rule. That way if you wanted to change what it was saying, then you only have 1 place to change it in and it will always pull correctly. If the comments needed to be unique for each line, then you would need to get a little fancy with some if/then statements and concatenation. 

Food for thought. 

-Bobby

We are trying to design a configurator where the document rule sets both the order comment and quote comment to be the same. Is there an easy way to do this other than write two separate rules. We want them the same as sometimes they will be entered as a quote and sometimes straight as an order.

Thanks

Richard

If you create the order from the quote the comment will come over.  Otherwise you need a separate document rule for both the quote and the order to set the comment when the configurator runs.  Typically the source of the comment is a field/control on the configurator with both rules using it so the format/value of the comment will be the same whether run from a quote or order.

Jim Kinneman
Encompass Solutions, Inc
Hi Jim
It just seems time consuming to create two rules which are virtually the same except for different fields. I was hoping there was a way to have one rule and one logic and apply it to two fields.

Regards

Richard
There are many times when I need the value on the quote to be different than on the order so having only one rule for both would be very limiting.  Takes less than 30 seconds to create the other rule by hand and you can also copy paste insert the first rule, double click on one rule, make a quick free form change of field name.

Jim Kinneman
Encompass Solutions, Inc
It's not just the time but also the accuracy. The chance of the quote description and order description being kept perfectly in sync. Just hoped there was a way.

Regards

Richard