Comments
It is very important for this functionality to exist. We are going to use purchase quotes in BC to keep track of our RFQ process and without the attachments in the archive, we won't have records of why a quote was rejected or won in the system.
Category: Sales
The idea behind this is that you could make some 'template' quotes acting as configurators.
Each 'template' quote can contain a certain combination of articles i.e. a specific machine + all items that are possible options with this machine.
In attachment you can add one are more technical documents with info and illustrations about the machine. You can have multiple 'template' quotes for all frequent used configurations.
This way it is easy for a vendor to make a new quote based on a 'template' quote. He does not have to remember all possible options to add.
We don't want to keep these 'template' quotes in Quotes because this gives a wrong image of open Quotes.
To copy the 'template' Quotes to Archived Quotes is perfect because you can make a new Quote by copying an archived Quote.
The only problem is: Unfortunately the attachments are not linked. Actually I think this might be considered as a bug.
Category: Sales
Business Central Team (administrator)
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Sincerely, Business Central Team