Question

Multiple Quotes and Projects on 1 opportunity

  • 29 March 2021
  • 4 replies
  • 213 views

Userlevel 1
Badge

Our customer gets the chance to bid an a variety of projects for a General Contractor.  Since the same salesperson is talking to the GC about all of the quotes we would like to create multiple jobs from the same opportunity.  Has anyone else tried to do this?


4 replies

Did you receive an answer to this question? We are in the setup process and have the same need.

Userlevel 1
Badge

Stephengorsch,

We had not luck with this particular idea.  But we keep looking for possible solutions.

Userlevel 7
Badge

Any ideas from the rest of the community for @mcoman and @stephengorsch ? Thanks!

Userlevel 7
Badge +10

I’m looking for possibly the inverse option.  The end user wants multiple people from various departments to each submit a a project quote for their portion of the work (and looking at setting up some type of notification to let them know to prepare the quote).  Then once all the department quotes are submitted, have them combined/merged into one “primary” super quote that summarizes all the department quotes and then if the project is won, have the primary quote create 1 project with all details.

Reply


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