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List of values of Quote Type need to be customized

  • July 5, 2023
  • 3 replies
  • 76 views
O
Jr Varsity III
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Hi,

There is a requirement which is to remove quote type  ‘sales quote’ and show only ‘project quote’ in the create new quote pop-up screen when clicked on create quote button of opportunities. Screenshot is attached for the reference.

show only the ‘project quote’

Could this be done using customization project editor?

Thank you.

Best answer by Naveen Boga

Yes @oshadarodrigo64  We can remove the Dropdown value from the Customer Project Editor - Workflow steps.

 

 

 

Hope this helps!

 

3 replies

Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • Answer
  • July 5, 2023

Yes @oshadarodrigo64  We can remove the Dropdown value from the Customer Project Editor - Workflow steps.

 

 

 

Hope this helps!

 

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
praveenpo
Chris Hackett
O
O
Jr Varsity III
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@Naveen Boga ,

sorry for being late to reply. your solution worked. Thank you very much for your favor.

cheers.

Chris Hackett
dcomerford
Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • July 9, 2023

@oshadarodrigo64 No problem at all. Thanks for sharing the update !!

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
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