quote-revision-print issue

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Rich
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quote-revision-print issue

Post by Rich »

Had a customer meander in (its to hot to wander or walk in) Started a quote, i was able to make a an estimate in the "order" tab. This printed w/o an troubles. Then he asked for an additional estimate, so I opened revision tab "subest1' and did the additional quote. When i went to print the revision i got a warning. I also included a shot of part of the expanded error message. I tried it with tech assigned and w/o, neither work. I am sure you are going to say I have to assign a customer to the quote to make it work, was just hoping not too. Dude was from out of town and for some reason won't wait for our next appointment on Sept 20th.
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Rich Hays
Work 231-796-0550
Being able to get CAPE off a Skew T chart is important in this hobby.
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Silky7
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Re: quote-revision-print issue

Post by Silky7 »

Thanks, Rich.

Just want to confirm the replication steps with you for this:
F8 to start a new blank EST
No customer information
Created order
Created Revision
Print and error occurs
Rich wrote:
Wed Aug 25, 2021 7:55 am
Dude was from out of town and for some reason won't wait for our next appointment on Sept 20th.
You guys are booked out that far? :shock:
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Rich
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Re: quote-revision-print issue

Post by Rich »

Hmmm, i gotta meander myself through this process, as I "just do it"

1. hit "quote" box, next to the WIP box.
2. enter car information
3. do parts and labor
4. customer asked for additional quote
5. click "convert to estimate" Bottom left of screen.
6. go to revisions etc
Last edited by Rich on Wed Aug 25, 2021 10:17 am, edited 1 time in total.
Rich Hays
Work 231-796-0550
Being able to get CAPE off a Skew T chart is important in this hobby.
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Silky7
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Re: quote-revision-print issue

Post by Silky7 »

Thanks for the follow-up.
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Rich
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Re: quote-revision-print issue

Post by Rich »

The "no name" i believe is the trigger. I went and printed a revision from an active "RO" and an active "estimate" both with customer names, no issues. I'll break down and start doing it the correct way I guess. Difficult to do some days when I am getting run over with work to do.
Rich Hays
Work 231-796-0550
Being able to get CAPE off a Skew T chart is important in this hobby.
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Silky7
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Re: quote-revision-print issue

Post by Silky7 »

Yes, we're fixing a similar issue when attempting to print balance due statements when there are no customers that have an outstanding balance. Should be simple enough to fix it for both use cases. :mrgreen:
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