Current software allows orders and quotations to be deleted and immediately removed from the system. However, it is also possible to keep a record of cancelled order lines - but not cancelled whole orders? Our customer wants the ability to complete a quote yet mark it as Lost and retain the details of what was quoted. As a work-around we have suggested (a) mark the quote reference as LOST, then (b) convert the quote into a sales order, then (c) cancel the order. What do other users think?
Guest
| Fixed in version | 2022 R1 |
| Implemented in version (specific) | 2022 R1 |
It's now possible to mark Quotations as being Lost. This was part of enhancements made to Quotations in the 2022 R1 release and is available now.