Creating a quote to a contact, not a debtor  Topic is solved

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Creating a quote to a contact, not a debtor

Postby DannyC » Fri Oct 04, 2019 7:59 pm

When we raise a new quote, it asks for a debtor.
I've had a request to be able to raise a quote to a contact (CN_Main). Would this be feasible?
Obviously, if a quote were to ever become a sales order it will need to be a debtor but until then a quote should be able to be raised against a contact.

Would this create a huge wormhole of other implications?

Could a plugin do this kind of magic?
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Re: Creating a quote to a contact, not a debtor

Postby SBarnes » Fri Oct 04, 2019 10:11 pm

I think unless Mike has an idea your stuck with needing new business logic tables and a custom maintenance screen given there is a foreign key on QO_Main that will bring you to a roaring halt before you start.
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Re: Creating a quote to a contact, not a debtor  Topic is solved

Postby Mike.Sheen » Fri Oct 11, 2019 2:48 pm

Sorry - not supported, Danny.

All our pricing requires a debtor, not a contact - and as Stuart mentioned other foreign keys too. We'd have to change an awful lot of tables to work with either a contact or a debtor.
Mike Sheen
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Jiwa Financials

If I do answer your question to your satisfaction, please mark it as the post solving the topic so others with the same issue can readily identify the solution
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Re: Creating a quote to a contact, not a debtor

Postby SBarnes » Fri Oct 11, 2019 2:53 pm

I've also made the suggestion of use a default debtor until the real contact becomes a debtor, you could even have a custom field on the quote to link it to the contact and work from there in the conversion to sales order to change the debtor at that point.
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