Convert multiple quotes to projects from one opportunity

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

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.

Thanks

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

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.

@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.

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

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

Thanks

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,

@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. 

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,

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

Thanks guys.