Hi! Is it possible to clone a sales quote to a purchase quote so that all the details remain the same and rates and supplier details can be changed? Thank you

This idea sounds similar [image] Suggestion copy PQ to SQ and include PQ under Form Defaults I’d like to make a suggestion to add a menu function to copy directly from Purchase Quote to Sales Quote, but possibly drop the pricing data. Purpose: After preparing a PQ to se…

yes it will save a lot of time if there can be cloning in both directions pq to sq and sq to pq.

What you are referring to is not cloning. It is copying. Cloning produces a duplicate transaction of the type.

Yes. Forgive me. Copying is correct.

This is already functional, so not sure what you are requesting @Omnipotent.inc

Copy sales quote to purchase quote

Patch February 13, 2021, 12:33pm 2

This idea sounds similar

Topic		Replies	Views
Suggestion copy PQ to SQ and include PQ under Form Defaults	16	1306	January 18, 2023
Copy to Invoice from Purchase Order - Speed	16	1019	January 18, 2023
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Copy sales quote to purchase quote

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