Creating a Quote Revision
Creating a Quote Revision to keep an original quote but also make some changes to it, for a second draft.
Typically this would be for a project and something significant is changed on the project. An Example would be a quote based on 8 zones and had to be revised to go to 12 zones. The 2 quotes would be significantly different but if sticking to the original 8 zone plan, the original quote (Revision) is good.
More commonly used is the Copy feature in OEET. This option is perfectly acceptable and has more features like Repricing and Freeze Pricing.
Search Bar: OEET
Menu: Sales > Entry > Order
Bookmark: OEET – Order Entry
- Click <Copy>
- Enter the original quote number in Order# to Process
- Choose QUOTE from the drop-down menu for Convert To.
- Click <New Revision>
- A new quote with the same order number, but the next suffix number will be created. If the original quote is 15104920-00, the first revision will contain all the items on 15104920 and will have a quote number of 15104920-01. You can then add items, remove items, change items on the -01 Revision without affecting the -00 version.
- A message appears briefly at the bottom right of the screen saying the Revision has been created.
- After the new revision is created,
- Click <CLEAR> to go back to the previous screen
- Maintain the new revision or X the Order Entry window to close it.
