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Color Code: Yellow
Assigned To: Bryan Dayton
Created By: Bryan Dayton
Created Date/Time: 3/27/2023 2:06 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 9988
Template/Type: Brandon Time
Title/Caption: check code
Start Date/Time: 3/27/2023 2:00 pm
End Date/Time: 3/27/2023 2:30 pm
Main Status: Active

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Notes:

Quick meeting with Bryan going over a question about an invoice that they wanted to turn back into a quote. It doesn't really go that way (backwards). A quote may be converted into an invoice (normal forward process) but it doesn't go the other way. Once it becomes an invoice, it starts hitting financials, inventory levels, sales tax liabilities, accounts receivable, etc. We may need to help educate our people. We may also need to block or not allow those options on an edit. We don't really allow it, but there is an invoice type called "quote" that people may use to feel like they are flipping things backwards. I need a little bit more information before I just remove something.