Skip to main content
Question

Update CR Sales Quote Status to Sent

  • January 16, 2023
  • 4 replies
  • 175 views
  • Translate All
kristianharianja
Semi-Pro I
Forum|alt.badge.img+3

Is there a way to automatically update Sales Quote status to “Sent” if the Quote is sent via Print » Send (which open outbound windows) » Send. 

Note that the option Send under “...” menu does update the status automatically to Sent however it doesn’t give opportunity to edit the email body and add recipients etc.

Kristian Harianja

4 replies

RaphaelPfaff12
Semi-Pro III

You can directly adjust the action in the project editor and add the status change.

 

Translate
    kristianharianja
    Semi-Pro I
    Forum|alt.badge.img+3

    @RaphaelPfaff12 Thanks but we don’t want the status changes when printing only, needs to be when clicking Send from the form and send from there.

    Translate
    Kristian Harianja
    Chris Hackett
    Community Manager
    Forum|alt.badge.img
    • Chris Hackett
    • Acumatica Community Manager
    • March 15, 2023

    Hi @kristianharianja  were you able to find a solution? Thank you!

    Translate
    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
    kristianharianja
    Semi-Pro I
    Forum|alt.badge.img+3

    @Chris Hackett i haven’t found a solution yet.

    Translate
    Kristian Harianja
    Terms & ConditionsAccessibility statement
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved