Looking for advice on best approach.
When we want to close out a quote as “lost”, we have to manually complete the Task (check the TaskComplete checkbox) on the Quote/Task tab… choose the result “Lost” … then choose a “reason” and Save.
The problem is, in order to do this, you have to “un-quote” (uncheck the “Quoted” checkbox) on the quote head detail. You cannot do anything with the Tasks while the quote is “Quoted”.
If you look at any of the parts in the quote in Part Advisor, under the “Quoted” tab, that quote no longer shows. So, the “Quoted” tab is slaved to the “QuoteHed.Quoted” boolean.
The problem is, we’d like to see ALL previous quotes for a given part in Part Advisor. Won or Lost.
I thought about hacking up the events/row rules on the Quote form to allow us to complete a task and save while still “quoted”… but that seems overly cumbersome, and I’m sure will break functionality.
The “easiest” approach could be to create a BAQ (which doesn’t filter on the QuoteHed.Quoted boolean) and, instead of customizing “Quotes”… I could customize “Part Advisor” by repointing the “Quoted” grid to the BAQ results instead of the default view.
Has anybody tackled this before? It seems like, if you’ve quoted a part before… won or lost, you would want to see that history in Part Advisor.
Just wanted to “poll the audience” before choosing a path forward.
Thanks in advance!