If a quote is copied from an existing quote or if a quote was created prior to customer master data changes in DBSi, the quote does not contain the latest DBSi customer data. It would be great to have some way of triggering a customer data refresh or validation via a button or menu selection to refresh/validate customer details such as customer contact details, customer classes, tax codes etc.
Dan Ham
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Everyone |
|
What problem is your idea trying to solve?
If a quote is copied from an existing quote or if a quote was created prior to customer master data changes in DBSi, the quote does not contain the latest DBSi customer data. It would be great to have some way of triggering a customer data refresh or validation via a button or menu selection to refresh/validate customer details such as customer contact details, customer classes, tax codes etc. |
|
