Copying Quote using clipboard

  • 18 August 2023
  • 0 replies

Userlevel 2

Have a customer that creates large orders and they were excited to see/use the clipboard on the CRM quote to copy similar orders between opportunities. Here is the original quote.

Copied quote


And here is the pasted quote

Pasted quote


In this case to keep it simple, I did both of these quotes on the same opportunity, but they want to copy from one quote to another with different customers and opportunities, which is why the Copy Quote from the action menu won’t work for them. Anyone know why Acumatica would change all the quantities when copying using the clipboard?

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