Does Kinetic (2023.2+) have a way of creating/tracking quote revisions and quote revision history? Example: We quote a customer a machine with 4 spouts (Quote 1, no rev). They come back later and want it quoted with 5 spouts (Quote 1, Rev1). It’s the same quote, but just revised. The customer comes back and wants an auto loader added to the quote(Quote 1, Rev2) and so on. At the end of the quoting process, the customer purchase Quote 1, Rev1. We want to go back to that quote/rev to create the order. Thoughts anyone?
I don’t have Epicor in front of me right now, but I believe there is a parent quote (or something along those lines) field on the header that you could use to do that. It would not be the same quote number, but it would provide the lineage you are looking for.
Back in the office so I could check. Yes, there is a Parent Quote field under the CRM card on the Quote Header. When you create a new quote, you can set this to the old quote number and then have the history of the quote progression. It is not revisions, but does the same functionality.
There’s no quote revisions built in. That was one of our first customizations when we implemented. Just an added UD field that defaults to zero (0) but can be manually changed as our sales team revises their quotes.
We can then include that revision number field on our quotes (SSRS reports), and APR would save a new version of the document if the Revision Number was changed and the quoted checkbox was checked.
The DOWN side is that you cannot easily revert to a previous revision if you wanted to. That’s why we used APR to save a copy of each quoted revision number. At least we could get the original document.
You could even create a BPM to uptick the revision number upon certain conditions… but we thought of too many scenarios where we would want to edit a current revision and decided it was easier to just allow the salesperson to change the revision at their discretion.
So, nothing fancy, and a pretty easy customization to implement… if you feel so inclined.
David and John have good solutions. I worked on a version of John’s idea. The command is called “Opportunity/Quote” so the idea was to create one Opportunity which becomes the Parent Quote. Each quote/revision referred to the parent quote. We would use the Confidence field to weigh the probability of particular quotes to win. A dashboard would show the opportunity and its quotes along with the max/min/avg of the quotes. This gave us a reasonable dollar value for the opportunity. When printing, you could always print the Opportunity (Parent Quote) number in place of the actual quote number for customer and add a revision like David suggested or use the Quote Date as the revision.