We would like to prevent users from changing a "Won" revsion in PSQ. We believe any changes to a won quote should require the user to put the status to Open, create a new revision from the won revision, make changes to that revision, submit/win that new revision....then update the Work Order.
How often would this idea be used? | Daily |
How much time would you save when the idea is implemented? | It would save me minutes of work |
How many people at your company would benefit from this idea? | Everyone |
What problem is your idea trying to solve?
It prevents the loss of data (i.e All versions of the quote are captured) It prevents changes being made to a quote without approval from the customer. It enforces the variation process to be followed. |
Needs more votes from different dealers