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Corevist Commerce


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Corevist Commerce

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  1. Add Column Open/Uncoverted Quantity to Quote line item Information

    Please add column open/unconverted quantity and open/unconverted net value to the quote item information in both the Quote display page and the Search for Quotes page.

    For larger quotes it's difficult for users to determine how much of each line they still have open for partially converted quotes. The only method today is to start converting the quote into an order. Having this information available sooner, especially on the Search for quotes page would help with planning.

    See attached mockup for more details.

    1 vote

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    0 comments  ·  Quotes  ·  Admin →
    Deferred  ·  Rachel Eaton responded

    This feature request is client-specific. Please work with your project manager and solution architect to come up with a suitable solution that works with your SAP configurations.

  2. delete quote

    If a customer accidently duplicated the same quote and wants to delete one, how would he/she do that in Quote Summary? How and when do E-Quotes disappear from users' quote summary? If it’s maintained in ECC, what are the best practice that other clients of Corevist doing?

    What’s the driver to change the status? (ljw 26th-Feb: right now quotes can expire but they never close and currently ECC is setup to allow expired quotes to be copied into new sales orders. @Scott Newell can set configuration that closes the quote after first reference, but that would prevent the quote from…

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    0 comments  ·  Quotes  ·  Admin →
    Deferred  ·  Rachel Eaton responded

    It's not a good practice to completely delete documents, but there could be other solutions to your problem that our existing functionality can support. Please ask your project manager to pull in a solution architect to identify a potential solution.

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