Welcome to the Sage 200 Evolution ideas Portal
Steps to Recreate:
Create 2 customers and link them to 2 different pricelists. Create an inventory item and enter different prices on the pricelists. Create a Quotation under Sales order using Customer with lower price, complete the line but do not save the quote, go back and change the customer to the one with higher price, you will notice that the system maintains the price for the initial customer.
Detailed expected outcome:
Expected outcome is that immediately after the customer is changed the system must change all line prices to use the new customer pricelist
Reason for request?
Users are underquoting customers which are their friends and in the process the company is losing money
What is the business process of the client?
Create a sales order quotation which will late be converted to an invoice
What is the workaround for the problem today?
No workaround |