Just seeing if anyone in the community knows an easy way to do this before I write custom code to solve this issue.
We have clients that want to see multiple quotes containing different parts and we want a way to do this from a single quote rather than creating multiple. Is there a way to make a line ‘inactive’ or something like that to remove a line from the quote form?
An easy way would be to add a UD field to QuoteDtl and use it to group the lines. Then modify the form to get what you need. Maybe default the UD field to 1, then if they want to show it on a different quote form for some parts, have them make those a 2, then a 3 for the third, etc.
Probably a more reliable way to do it but this would be the easiest in my opinion.
We added a UD field PrintLine_c checkbox. And changed the Quote report to only show the lines which has the checkbox active. That way, the same quote can have all the lines possibilities like a template. And when it is printed, a copy is saved so every instance printed can be accessed if needed to.