Hi All, what is the correct or recommended workflow for the following scenario. I have a supplier who can change my list price and discount sometimes even after the customer approves the quote. Now since I have already quoted the customer I don't want to change the quote but when I go to place the order I might get additional discount or discount value may change which would in turn affect my cost. What should I do in this scenario so I don't loose the original quote and also continue to work on the order moving forward with my new costs. Appreciate everyone's help/advise.
Thanks Matt, I did that it works fine.
If you convert the quote to an order, the new order should be unlocked. Any changes you make to that will leave the quote as it is. Alternatively, I resell an application that allows users to override certain fields, even when the document is locked - works really well.