Reasons Of Rejection

[former_member605515]

Hi

I want to create a Quatation for Report purpose only.Bur after Creation Quatation it shows OPEN.

Is there any settings that when i m creating Quatation system will by default assign the reasons of rejection for that specific document only.

So the Document will be complete.

Or any other idea

Regards

Sahoo

[Former Member · Accepted solution]

Well, here's one idea how to do it.

1. Copy your quotation document type to another document type (no changes), not relevant for copy control

2. Copy your item categories to other item categories (Item type standard, Sched. lines allowed, Item not relevant for delivery or billing), not relevant for copy control

3. Assign the new item categories to your new document type by replacing the old item categories as default item category

4. Create a new schedule line category, not relevant for delivery or copy control

5. Assign your schedule line categories as default to the new item categories

This way your new quotation type will not be complete, but it will be not relevant for status and will not show in the open quotations list. As you're creating these for statistical purpose only, copy control will not be needed and when you don't maintain it, no one can accidentally create a sub-sequent order.