Ideas for Acumatica

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Project Quotes - Add activities for any status of Quote

Activities are not available if Project Quote has been submitted or Prepared Status. All activities should be available for any status.

  • Guest
  • May 8 2020
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  • Eric Moreau commented
    12 May 02:26pm

    This request would allow us to be consistent across Acumatica usability. For example you can add an Activity to a closed AR Invoice. Once submitted the Quote is locked down and you cannot add Activities yet the sales process continues. It would make sense that the prospect would want to share feedback or the sales person want to track activities against the Quote while the prospect is evaluating the quote.