is there be a way to prevent a project template that has required project attributes from the project quote level? currently, templates can have project specific attributes that can be required or not. if they are required and that template is used on a project quote, those attributes now become required at the project quote level. Many times, that information may not be available until after the opportunity is won. could a future development idea be to make them optional at the project quote level but have them required at the project level?
Answer
separate required project attributes from project quote
+8Best answer by aaghaei
You can not make this work using out of box functionality. Alternatively,
- you can make a copy of existing templates and adjust as you wish to be used in quotes.
- develop a customization
+10You can not make this work using out of box functionality. Alternatively,
- you can make a copy of existing templates and adjust as you wish to be used in quotes.
- develop a customization
Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
+8Hi Reza,
Thanks for the info! That’s what I was thinking as well!
hopefully this could be considered as a future idea!
Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.