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DDMSPLUS Ideas Portal
Status Answered
Created by Guest
Created on Aug 6, 2024

Release quote to new/different account or department

I work mostly in furniture module however this could apply to others as well.

When creating a quote many of them can be 50+ lines and I often have them over 100 lines. Often enough to make it a problem a customer requests that the project be billed to another account or department on their account.

Function could be as simple as releasing the quote to another quote and allowing the customer to change in the release screen. This should recalculate the tax and totals when the new quote is created.

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    Melissa Craycraft
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    Aug 7, 2024

    Hello, Furniture quotes can be released to a different customer. In Furniture order entry you have to first put in the new project and customer / dept then release the quote. I've reached out to your premier account manager to give you details.