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Creating Project from Project Quote: Billing Contact Information from the Project Quote Should be Copied to Project

As of Acumatica 2020 R1 (Build 20.101.0032), when a project quote is converted to a project, the selected contact (aka billing contact) from the quote is not copied over to the project. Instead, the project pulls the default billing contact/address from the customer assigned to the project. If you are selecting a specific contact for the quote, you would want this information copied over to the corresponding project.

  • Tera McCulloch
  • Jun 2 2020
  • Shortlisted
  • Attach files
  • Guest commented
    1 Jul 09:40pm

    I just upgraded my local install of Acumatica to 20.106.0005. I created a new project quote, changing the contact in the quote header. When I converted the quote to a project, the contact information still is not transferring over to the project.

  • Admin
    Feedback Admins commented
    16 Jun 07:13am

    Acumatica 2020 R1 (20.106 - upcoming release) works as expected.

    Kate S

  • Admin
    Feedback Admins commented
    3 Jun 10:01am

    Hi Tera,

    Thank you for feedback, we will review.

    Kate Stepalina