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Workspace Quorum DMS
Categories QuorumDMS Service
Created by David Lanting
Created on Feb 17, 2023

Do not update Service Quote Submission type if the corresponding work order case is changed to a different submission type

If a quote is rolled to a line on an RO and the submissions type changes on that line of the RO then the submission type on the quote in history is also changed. I am requesting that the quote in history does not change, so that what is preserved in the system is what was actually given out as the quote. For example, if I create a quote that is customer pay (or warranty) and add it to a work order but the job is never completed (say, customer does not return) I will generally change that line to a service policy line so that I can close the RO. Now the quote will show in history as a "service policy" quote and if that customer returns someone may well think the job should be done at the dealership's expense.

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