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ProjeQtOr free project management software - [SOLVED] Mandatory Project in Quotations - ProjeQtOr
 
 

[SOLVED] Mandatory Project in Quotations

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18 May 2017 12:55 #1 by naceur.ayachi@tsi.com.tn
When I create a quotation there is a mandatory field : Project
But at time of quotation we still do not have a project and in case the quotation is not accepted ther will not be a project.
(At the contrary it is OK with a mandatiry field Customer)

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18 May 2017 17:12 #2 by babynus
ProjeQtOr is not an ERP, it is a project management tool.
So basic design is that all items have to be linked to a project...
This is required as access rights are defined at project level.

You just have to define a "fake" temporary project where you'll store quotations that are not part of a project yet.

Babynus
Administrator of ProjeQtOr web site
The following user(s) said Thank You: naceur.ayachi@tsi.com.tn

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18 May 2017 17:41 #3 by naceur.ayachi@tsi.com.tn
This OK for us.
We will adopt the solution you suggested.

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