How to make reusable sales quotes in BC?

etalon
etalon Member Posts: 5
edited 2023-11-30 in NAV Three Tier
Hello,

we want to make templates for sales quotes which can be used for different contacts/customers. It is possible to copy sales quotes, but prices etc. get lost or have to be recalculated. So I want to know what's the best practice. Should you create a "master" contact or a "master" customer to store the templates?
Maybe anyone here solved this problem in the past and can help me out.

Kind Regards.

Answers

  • kriki
    kriki Member, Moderator Posts: 9,121
    [Topic moved from 'NAV Tips & Tricks' forum to 'NAV Three Tier' forum]

    Regards,Alain Krikilion
    No PM,please use the forum. || May the <SOLVED>-attribute be in your title!

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