Implement Credit Management for sales quotation
The Credit Management is a great tool for sales orders. I have a customer who wish to have this functionality to work also for the sales quotation - send quotation.
STATUS DETAILS
Declined
Proforma quotation
All other sales documents (sales confirmation, invoice etc) are possible to preview the report by using the proforma. For the sales quotation (send quotation) this is not possible and the number sequence is increasing for each "preview".
STATUS DETAILS
Declined
Customer template - add financial dimenson
Add the fields for Financial dimension to the Customer Template. When creating a new customer it should be possible to choose the financial dimension already in the customer template.
STATUS DETAILS
Declined