How to link an offer to the schedule cost

imurphy
imurphy Member Posts: 308
edited 2008-05-08 in NAV/Navision Classic Client
I must be missing an essential step somewhere. I am trying to work out how to do the typical process of

offer -> offer accepted -> create job -> import details of offer into job predicted costs

All the training materials start with a job and then add job planning lines. Starting with a job doesn't make any sense and it also doesn't seem to be possible to generate an offer from project lines.

Anyone done this before?

Ian

Comments

  • tinoruijs
    tinoruijs Member Posts: 1,226
    Unfortunatly NAV 5.0 doesn't work like the process you describe, :(

    I'm right now in the process of creating a function that creates job task and planning lines based on the sales quote.
    I've defined extra fields on the sales line which I use for grouping sales line to 1 job task line.
    Tino Ruijs
    Microsoft Dynamics NAV specialist
  • imurphy
    imurphy Member Posts: 308
    I'm constantly surprised by the odd things which seem like basic funcionality which shoudl exist and which doesn't.

    I could understand if it was the other way around and functionality to convert a quote to task lines was not present - but who creates a project and then quotes for it? Everyone does the opposite.

    Let me know if your module is near completion - it may be of interest.

    Thanks

    Ian

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