Ideas for Acumatica

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Project Quote should have an action to mark Status as Lost

Currently, project quotes have a status of Draft, Prepared or Closed.  Closed is after conversion to Project.  We need a way to track lost quotes that were not accepted by customer.  The easiest way to accomplish this would be to have an action for Project Quotes that are in Draft to convert the status to Lost.  With that, the customer would be able to view projects that have been lost versus those still in play (Draft).

  • David Eichner
  • Oct 22 2019
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