Ideas for Acumatica

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Project Quote to create Change Orders

Project Quotes can create new Projects, but not new Change Orders within existing projects. Many times change orders have numerous lines of budget line items and Project quotes would be a good place to start a change order. It only becomes a change order when approved as would a quote for a new project. This would also allow for simplify estimate imports for new project and change orders by using Project Quotes for both new projects and change order to increase budgets in an existing project.

  • Amedeo D'Ascanio
  • Jan 23 2020
  • Gathering Feedback
  • Attach files
  • Guest commented
    06 Jul 15:58

    Isn't that what Change Requests supposed to do? Change Requests are in essence project quotes that have to be approved in order to become CO. It would be nice to add few more pieces to CR (i.e. Activity tab, Tax info and Request for Quotation (from vendors)..etc.