Estimates Section
In the Estimate Section , I would like to have the status update when its converted to Sales Order " From accepted to Converted to sales order"
Please do the needful as we are getting confused which estimate is accepted but doesnt convert to sales order.
We have it in the activity history but we would like to see in the estimation status itself before opening it.
4
votes
Anonymous
shared this idea
-
JPQuinn
commented
I agree, the Estimates stay in the accepted status and can provide confusion as to if anything has been done on them. Having them update to be "Converted to Sales Order" or something similar would show that we are done with the Estimate section and it can be considered closed and our process controls can work.