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Convert multiple quotes to projects from one opportunity

  • 27 November 2021
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Is it possible to have more than one quote under an opportunity that we eventually convert to a project? We are a window manufacturing company and often we want to split an opportunity into several phases (eg downstairs Windows and upstairs windows) and when successful in our bid, convert both, not just the primary to separate projects.

Not sure how to do this?

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Best answer by ChandraM 28 November 2021, 16:54

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Hi @DanielStarke As shown below, try using the “Create Quote” option. You can click on this action multiple time. The newly create Quote will associated with the opportunity. In addition, you can add the details to the new Quote that was created.

Thanks

Chandra M
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Hi @DanielStarke As shown below, please also try using the “Copy Quote” option if you have already created a Quote for the Opportunity and requires a copy.

 

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Chandra M
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Ok @ChandrasekharM , potentially can we convert all quotes, not just the primary quote?

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Hi @DanielStarke The “Convert To Project” option on the “Project Quotes” screen is only available for the Primary Quote.

And when we try to make another Quote for the same opportunity as primary, the system shows an error. Please confirm, if you are referring to the same issue.

 

 

Chandra M
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@ChandrasekharM , well sort of. 

We are a window and door manufacturer and sometimes we might quote on several stages of work all as part of one opportunity.

For example, imagine a project to build a university, there would be a library, a science block, a theatre etc, each one might require a separate quote... But all quotes are part of the same opportunity for the university.

 

How am I best to process this in Acumatica? Surely we wouldn't need to create multiple opportunities? That doesn't make sense. 

 

I'd like to be able to have 4-5 quotes under the main opportunity, and if we are successful in our bid, be able to convert all quotes to separate projects so that we can deliver each phase separately, eg delivery for the library might be 6mths before the theater etc, etc.

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Hi @DanielStarke Thanks for elaborating. Working on it. Will keep you posted.

Chandra M
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Hi @DanielStarke Please find the below steps used to Convert project for the Quotes of an opportunity.

  1. Create Quote → Marked as Primary 
  2. Submit Quote
  3. Convert to Project

Create another Quote and Convert to Project for the same opportunity

  1. Open the Opportunity
  2. Create new Quote for the Opportunity. This will allow to mark the new Quote as  “Mark as Primary”.
    1. If required, Mark another Quote as “Primary” after adding the new quote. After the process, the quotes not required can be deleted. 
  3. Submit Quote
  4. Convert To Project

 

Chandra M
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Hi @DanielStarke Hope the above steps will work for you create multiple Quotes and convert to project. Kindly review and confirm.

Thanks

Chandra M
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Hi @ChandrasekharM  and @DanielStarke 

As you pointed on your initial post and Chandra’s subsequent posts, out of the box, it allows us to create Project only for Primary Quote. Though one can set another Quote as Primary, I don't see an option to add subsequent Quote to an existing Project ( if not convert multiple Quotes to single Project).

You may post a request on our Ideas page as well (https://community.acumatica.com/ideas) and explore customization. 

Hope I have not missed any detail here.

Regards,

VijayKumarU
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@vkumar and @ChandrasekharM , thank you for your suggestions!

 

It seems then that this is not really the right way to use the opportunity module???

 

I also think that the value of the opportunity will be falsely reported as it would only show the value of the primary quote, not the tally of all "live" quotes. 

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Hi @DanielStarke 

True, as mentioned, there is no  out of the box option available to create ‘single’ Project from multiple quotes linked to an opportunity.

Regards,

VijayKumarU
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Correct. We just provided a possible workaround for the initial request.

Chandra M
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Thanks guys.

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