Hi,
this is what I want to achieve and would be happy to get some input.
We are discussing quotes with our client and they are changed sometimes. Instead of changing the quote itself, they rather want to create a quote with reference, while there can only be one "active" quote. The non-active ones shall be set to a status where they are no longer editable.
What has been done so far:
Copy control is set up, I do have a status profile, not too sure though which status to use for the "not editable".
Not the two questions:
1. Which system can I use so that the system automatically avoids changes, respectively makes the quote not editable.
2. I think an action is suitable to set a quote to that status once a follow up quote has been created and have no idea yet how to. Any suggestions?
Marvin