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Archiving Service Quotes and Copying old Service Quotes

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Posted on by Michi

Hello everyone,

perhaps someone can help me.

I would like to archive service quotes that has not been ordered by customer and be once customer later on decides to purchase the service I have visual on what we originally quoted them and copy the service quote.

I dont see a button for archiving or a list for archive service quotes/ service orders unlike in sales quote/ sales order.

Can anyone help?

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Julio Moreton 25 on at

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I am facing the same situation.

Can anyone advice?

Thank you

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Dennis 4 on at

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Hello Michi,

have you found any solution?

For the archiving problem, would you like to save them to an external storage?

If yes maybe the following app will help you

Business Apps – Microsoft AppSource

Best Regards

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