Quote Revisions Single Dialogs Workspace
Use this workspace to view all of the revisions of a job quote for those jobs to which you have access.
When you create a revision of the quote, either manually or automatically by approving a quote or transferring a job budget to quote, Maconomy takes a "snapshot" of the quote. This workspace displays these snapshots.
This workspace resembles the Quote Editing workspace, except that you cannot change any of the fields other than the Revision No. and Remarks 1-10 fields in the Revision island. The information in the fields shows the job quote as it looked at the time when the revision was locked, so it might not reflect the present contents of the quote. The only exception to this is the Effective Quote Price field in the Quote island. This field displays information about the current quote as seen in the Quote Editing workspace. You can use this field to see how the revision that you are viewing compares to the latest quote in the Quote Editing workspace.
Using the Restore Quote Revision action you can restore the quote revision that is displayed to the Quote Editing workspace. Note that this action overwrites any lines in the Quote Editing workspace.
You can print any revision of the job quotes.
For more information about the individual fields in this workspace, see the description of the Quote Editing workspace.
- Related Topics:
- Quote Revisions Tab
This section includes the fields and descriptions for the Quote Revisions tab. - Quote Lines Sub-Tab
This section includes the fields and descriptions for the Quote Lines sub-tab. - Actions
This section shows the Actions available in the Quote Revisions workspace.