Basic Assignments
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Options & Settings
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Main Time Information
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Sorry, no photos available for this element of time.
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Notes:
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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. |