Revision management

Use this parameter to activate the management of revisions on quotes. You can then track all modifications made on quotes and save them in a history of revisions.

Not managed - Revisions are not available.

Managed on demand - When modifying a quote, you receive a message asking you to confirm if a revision must be generated for this modification.

Managed automatically - A revision is generated automatically each time the quote is modified.

In the Quotes function:

• The revision number is displayed next to the quote number. It is incremented automatically each time the revision is modified.
• To view the history of quote revisions and detailed modifications, click:

• Revision management,
• Quote line revision window from the Actions icon available on the modified quote line.

Level of localization/Global variable

This parameter is defined at the level Site. It belongs to Chapter VEN (Sales) and the Group QUO (Quote rules), The following parameters are also associated with this chapter and group :

• SQHTYP (Quote type)

The global variable GSALREVQ is associated with it.

Functions impacted

The following functions are associated with this parameter :

  Sales > Quotes > Quotes

Comments

To save the history of revisions, the following tables are updated when a quote with revision is modified:

• VSQUOTE for the header
• VSQUOTED for each line

In all these tables:

• The REVCOD field, available in all files, indicates the type of action: D = Deletion; M = Modification.
• The CURREVFLG field is set to 2, which identifies the revision is in progress.