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Finance | Project Operations, Human Resources, ...
Unanswered

Quote Profitability (re) calculations AFTER Closed as Won

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Posted on by 235

1 If I Close a Quote as won and then it converts the record to Read Only. 

2 If I then were to alter an underlying role cost rate and try to re-calculate profitability then it does not refresh.

3.  However, the Quote Line detail records do not seem to be Read Only.  I can change Quantity (for example) on a Quote Line Detail record and re-calculate.  It recalculates for not only Quantity but also the Rate that I have changed in Step 2.

Is this expected behaviour?  Wouldn't I expect the entire set of quote records to be Read Only?  Can anyone point me to some documentation on this?

Many thanks 

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