Is it possible to keep converted OFFER in Navision 2.60?

efficeon007

Hi Everybody,

I am using Navision 2.60 and I found as long as an offer was converted to a SO, the offer would be deleted by system automatically. Is it possible to keep the converted offers in system? If so, is it possible to let a concrete place of the offer header show "active", "lost" and "converted" status?

Thanks in advance.

Cheers,
Eugene.

Alex_Chow

Yes, it's possible. If you do a search on the forum, there has been many discussion about this.

In version 2.6, this basically needs a little customization.

efficeon007

Alex Chow wrote:

Yes, it's possible. If you do a search on the forum, there has been many discussion about this.

In version 2.6, this basically needs a little customization.

Thanks Alex, I have tried to search in "Navision Financials" and "NAV/Navision" with key word "offer" or "quote" but I have not found any topic related to this.

Could anyone please advise a link? Thanks a lot in advance.

Alex_Chow

There's no OFFER in standard Navision. The term you're looking for is Sales Quote. I would try "save sales quote"