Creating a Quote Revision

  1. Open the Quotes form.
  2. Select the quote for which you want to create a revision.
  3. Click Create Revision. These actions are performed:
    • The quote header is copied and the revision number is incremented by one.
    • The Most Current Revision value is incremented by one.
    • All quote sections and quote lines are copied from the prior revision.
    • The prior revision's quote lines are unlinked from the opportunity lines or service order estimate transactions.
  4. Click Refresh. All quote revisions can be viewed on the form, but only the current revision can be edited after clicking Refresh.  
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