Getting Details from Quotes

[ewidjaja (elvin widjaya)]

When we get details from quotes, it brings the quote attachments with. We would like for the quote attachments to not pull forward as they get mixed up with the new attachments and we need to take time and be careful to delete the right and sometimes duplicate attachments.

Are any of you aware on how we can do this?
Thanks much!
Elvin

[bordway (Bruce Ordway)]

@ewidjaja

not pull forward

I’m thinking it would be a “project” if it is even possible to drop attachments when you get details.

Wonder if you can just list/remove them right after getting details?

Either via Document Management, DMT
or even an UBAQ/Dashboard using tables Ice.XFileAttch and Ice.XFileRef

[KevinK (Kevin Krumwiede)]

If you’re talking about getting details on a job, maybe a post processing BPM on JobEntry.GetDetails could delete the attachments.

[jkane (John Kane)]

Two possible work arounds to test.

1. Put the attachments on the Quote Line instead of the Method.
2. Put the attachments on the Quote Head.

Not great but it might work.

[ewidjaja (elvin widjaya)]

Thanks guys, i will try some of these out!