Partial document conversion

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Partial document conversion

Postby Markus » Tue Dec 21, 2004 12:25 am

Hi Red1,
here is one of the issues we still have:
A customer asks for a quotation. When he then decides to place the order only some of the items are in stock or he only wants some of the items, hence the invoice may only reflect the items the customer gets. Is there any way of converting only some items from a quotation (rather than converting the entire quotation and deleting the items that are not wanted)?

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Postby red1 » Tue Dec 21, 2004 7:13 pm

Hi Markus,
Perhaps u can try the Project (Order) which can issue the quote again, thus allowing u to control from a main sheet (which also show u the profit margin balance for u to control and manage the client's mind-changing), where u can deactivate various unwanted lines, instead of deleting them.
Later if there is a rethink on the Client's side, u can reactivate the lines again.
I feel this is a optimal way of managing RFP or quotes until a LOA (Letter of Award) is given by the Client.

Why i say so, is for a method that manages the most issues and constraints in real life and this Project (order) seems to fulfill much of it.

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