E9: 702A - Duplicate Quote Order

Thank you.

 

Miguel A. Santillan

Compass Manufacturing Systems

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 23, 2015 9:18 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] E9: 702A - Duplicate Quote Order

 

 

You dont need to create a new quote.. just open a quote you want to copy and go to actions +duplicate quote.. you will need to select the lines from the original quote. All the information will be copied (customer, terms, etc)

 

Dora Chavarria  
Sr. Consultant Analysis Services,
ERP  
Mayan Technologies USA, Inc. dchavarria@...







www.mayantechs.com 

I am trying to duplicate a quote.  I had a problem with copy lines, seems like someone had changed the default context and base form to a custom BAQ.  But now I cannot copy a quote.

 

I create a new quote, add customer, Save, Actions > Quote > Duplicate , search for the quote and nothing shows up.  Am I doing something wrong?

 

Miguel A. Santillan

To duplicate a quote you first open the quote that you want to copy from. One in the quote that you want to copy ->   actions -> quote -> duplicate quote. then you select the lines form the quote that you want to copy. Then when you click ok it will make a new quote copying what you have selected from the orig quote. there you can change it was needed.


You dont need to create a new quote.. just open a quote you want to copy and go to actions +duplicate quote.. you will need to select the lines from the original quote. All the information will be copied (customer, terms, etc)
 
Dora Chavarria  
Sr. Consultant Analysis Services,
ERP  
Mayan Technologies USA, Inc. dchavarria@...







www.mayantechs.com