Quote Entry - "What if scheduling"

brentnaegele · February 2, 2026, 4:08pm

Is this not available in Kinetic? We used to use this in Epicor 9. If it does still exist, where is it located as I cannot seem to find it.

Any help would be greatly appreciated.
Thank you

NateS · February 2, 2026, 4:56pm

I can see it at the quote line details in the actions menu:

If your quote is approved this will be disabled.

brentnaegele · February 2, 2026, 5:04pm

thank you!
We needed to click on the Lines/Detail page in order for the overflow pull down to include that option. We are able to do all of our work from the main quote header page so that is where we were looking for it.

Is there a way to get this option added to the quote lines card?