Hello,
When creating sales quotes from opportunities the window keep the "Set New Quote as Primary” tick box selected by default for all the quotes created. Is there a way to keep this ticked off for any subsequent quote created after the first quote?
Thanks,
Dulanjana
Best answer by DrewNisley
You can do this through a simple customization if you’d like. Just go to the Fields section of the Opportunities screen in a customization project and change the default value to false as shown below.
Does the previous quote lose its primary status?
Sounds right to me.
Quotes that get turned into orders is old business.
+3Hi
I did some testing in the test environment, Currently we do not have a setting to remove the “set new quote as primary” ticked off for the subsequent quotes created after the primary quote. We can only manually change it
Help article - https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=5cb49cd5-2be8-4617-9341-958f1c5d6d53
+3You can do this through a simple customization if you’d like. Just go to the Fields section of the Opportunities screen in a customization project and change the default value to false as shown below.
Hi
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