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Adding Details from Opportunity to Project Quote

Hi All,

I need to add details from Opportunity to “Project Quote” by using following highlighted checkbox. But it cannot be selected.

 

7 replies

Manikanta Dhulipudi
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Hi @nawanjanahansamali50 

As defined in the article This check box is cleared and unavailable for changing if in the Quote Type box, Project Quote is selected.

 

Acumatica Functional Consultant /vrsn2709@gmail.com /
Kandy Beatty
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Hi @nawanjanahansamali50 

As @manikantad18  stated, this is used for Sales Quotes and the Details attached to that such as Inventory Items. 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
KushaniPerera88
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Hi All,

I need to add details from Opportunity to “Project Quote” by using following highlighted checkbox. But it cannot be selected.

 

 @nawanjanahansamali50 If there is a combination of project quotes and sales quotes in the quotes tab of the opportunity when we create the sales quote / Project quote "add details from the opportunity" option will not be available 

 

image2023-6-12%2018%3A39%3A54.png?version=1&modificationDate=1686576016153&api=v2

This option can be used only if there are sales quotes under the quotes tab of the opportunity.

 

image2023-6-12%2018%3A46%3A23.png?version=1&modificationDate=1686576016137&api=v2

 

aaghaei
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Userlevel 7
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You will need a custom method to change the out of box behavior 

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*.
N
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Thank you all..!!

Manikanta Dhulipudi
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Userlevel 7
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hI @nawanjanahansamali50 

 

Check above artilce.

Acumatica Functional Consultant /vrsn2709@gmail.com /
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Hello, based on this thread it seems like we cannot convert an opportunity to a project quote and keep the details tab from the opportunity? Is there a particular reason for that? It seems to be very useful to bring the details and help with data entry on the quote side. Is there a workaround someone can share? 

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