Is there an option to automatically update all items on an old quote with the most recent cost (last cost) before converting to a sales order. Currently our sales team is deleting and re-adding all items that have an updated cost.
This shouldn't be necessary. What you see on the SO is just informational and the actual costs are not final until posting the invoice.
If you are using the value for customized forms, add the CI_Item value to the work table and use that instead.
Hi Kevin,
Thanks for the response.
Management receives daily reports for SO and Quote history that include profit margin. This margin calculation isn't correct/up-to-date on all items in a SO since our costs can change from the time the quote is originally created to when it's converted to a sales order.
Can't you just edit those reports to use the CI_Item cost value... instead of what is in the SO line data?
The only way to know exact cost is if you use Standard or Average Cost. If you use Lot or Serial it is not possible without knowing which lot or serial you will ship on the order.
*Community Hub is the new name for Sage City