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
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