Close an opportunity with open quotes

Close an opportunity with open quotes

Post by manuelc » Fri, 14 Jul 2006 20:00:06


I need to be able to close opportunities with open quotes. At the
moment, I receive an error because all the quotes need to be closed.
Can somebody help me to see if the opportunities can be closed
regarding the state of the quotes?



1. changing double quotes to open/close double quotes

2. Create quote and quote details depending on opportunity produc

there are few solutions:

1. expand opportunityproduct with 3x1:N relations: Quote/Order/Invoice
/So, I think that first solution is good enough :).
I need to select opportunity products (simply mark and/or select by
new_status), then if I make new Quote / Order / Invoice and linked particular
opportunityproducts with that instance. Do I need plugin for that?/

2. make copy of opportunityproducts into QuoteDetail, and same with Order
and Invoice. Of course with all problems with calculation etc...
/here I have not hard connection between opportunityproducts and
qoutedetails, even product description I can not copy into quote detail.../

3. make new instances for quote/order and invoice and simplify problems???

All of that is too complicated. ^^

Hm, what to do?

I just need to produce quick and fast Quote for all opportunity products
which are not involved in any documents (like Quote/Order or Invoice), and
select them on the same way Fast and easy. Same is with Order or invoice.

3. Create quote and quote details depending on opportunity products

4. Advanced Find; open opportunities with no quotes

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