Vantage 8.03 Quote revision control

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1
We have the same problem, unfortunately for revisions what we do is
duplicate Quote. And then use a BPM to track the "Mother" quote. At the
end if they accept either the original or any of the children, we loose the
rest. Split the confidence evenly amongst them so that we get a proper
ratio.

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On Mon, Jun 4, 2012 at 9:28 AM, flexial_ma <mike.abell@...>wrote:

> **
>
>
> Vantage gurus,
>
> I'd like to know if there is a way in Vantage 8.03 to handle quote
> revisions sent to customers? For example, there is the possibility of
> having multiple quote numbers for the same program/project/part # and there
> is no way that I can find to know which one is the acutal current quote
> sent to the customer and active. If there is only ONE quote, the quote can
> be changed at any time without any real revision control. Am I missing
> something or is this "just the way it is". If there is a way in Vantage for
> controlling this, I'd REALLY like to know what the best practice is. Thanks
> in advance for any light that can be shed on this matter.
>
> Mike...
>
>
>


[Non-text portions of this message have been removed]
2
Vantage gurus,

I'd like to know if there is a way in Vantage 8.03 to handle quote revisions sent to customers? For example, there is the possibility of having multiple quote numbers for the same program/project/part # and there is no way that I can find to know which one is the acutal current quote sent to the customer and active. If there is only ONE quote, the quote can be changed at any time without any real revision control. Am I missing something or is this "just the way it is". If there is a way in Vantage for controlling this, I'd REALLY like to know what the best practice is. Thanks in advance for any light that can be shed on this matter.

Mike...