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Status Shipped
Categories CRM App
Created by Guest
Created on Jun 15, 2023

Auditing on quotes during order confirmation

Being able to track what is happening during order confirmation with details of who confirmed a quote, when this was confirmed into the accounting or ERP system, the ledger it was confirmed to, if the parent of the quote was changed, if the quote had been cancelled after being confirmed, any errors that may have shown on the quote it attempted to confirm and when a quote is retired would allow users to see any changes that may have happened on a quote allowing them to know why it may be showing on unexpected results on the quote. This would greatly benefit us in support when looking into issues regarding order confirmation

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