FormerMember

Flag old quotes as "Completed" for each line item

Posted By FormerMember

Is there a way to set each line item in a quote as "completed"? I can do this with regular orders by zeroing out the quantities and then double clicking on "Completed" to change from "No" to "Yes". The reason for doing this is to keep the original record of the quote/order in the system for records keeping. We've had customers who would prepay based on an expired quote and we wouldn't know what the items were based on an expired and deleted quote.

I have another program pulling quotes, orders and shipments based on their status to see what are still open, pending and completed. Since the quotes are old they keep showing up since their "COMPLETE" column is still set as "1" or "2". I can't change it since it's expired though.