Quote module in E10

e10

(Carol Pelowski) #1

Is it mandatory in E10 to check a quote as a template to bring in the details when setting up a method? In the past in version 9 we did not have to set a quote as a template.


(Mike Watkinson) #2

I am about 95% sure that the answer is no. Our sales people pull stuff in from past quotes as a starting place all the time.


(Mark Wonsil) #3

Yes. Same if using a Job for a template too.

Mark W.


(Mark Wonsil) #4

Carol, are you copying the method to a Job or another quote? I’ve only needed the template if copying the method to a Job.


(Calvin Krusen) #5

Marking it template makes it so that it can be used in a “Get Details” for things not directly related to that order.

If you made a Job to stock (with no link to any order), Quote MOM’s not marked as Template, are not available in the Job Entry’s Get Details searches