“Purchase Quote” heading

  • “Purchase Quote” heading

    Posted by Blaine Pennypacker on December 19, 2023 at 2:51 pm

    Is there a way to change the heading on a Purchase Quote? We had a vendor get our quote request from BC (Called a “Purchase Quote”) and accidentally saw the word “Purchase” and treated it as a P.O. and made the parts for us. We could use them and went ahead and bought them, BUT, it raised the question internally whether we can change the header to avoid this in the future. Perhaps just the word “QUOTE” or something similar.

    Chris Warren replied 10 months, 4 weeks ago 2 Members · 1 Reply
  • 1 Reply
  • Chris Warren

    Member
    December 19, 2023 at 3:20 pm
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    I just checked the default purchase quote header, and it does show that it’s a “Purchase Quote” instead of a “Purchase Order” (see attached)

    You could easily do a custom report layout in the “Report Layout” section of BC, navigate to report ID 10123, and modify it to your liking.

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