Event Folder - Quote Not Controlled by Downstream Documents

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3 comments

  • Kevin Larson

    Have you found a work around for this yet? 

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  • Benjamin 'Bigs' Coppel

    Atticus, what do you mean by "after releasing the Pull Sheet"? If the Pull Sheet has been created as a child of the quote via default workflow and not deleted or otherwise modified, the links between quote line items and pull sheet line items should remain intact. If you've made changes to the default statuses or workflows, that may have changed and you might need a fix made to your configuration.

    It's probably best to email support and ask them to look at this, as it is obviously a critical issue.

    You are also welcome to get in touch with us here at Square Wave - our Flex consultants can certainly help you with this issue, along with any other questions or Flex-related needs you might have.

    Best
    Bigs
    www.squarewave.com.au

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  • Atticus Miranda

    @Ken. It's been a while so honestly I don't recall. I think it might of been user error.

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