0
Answered

Quote / Project numbering

Donna Meyer 1 year ago in Home Portal / Classic Projects updated by Marek Joniec (XTRF Product Manager) 1 year ago 2

Hello - Using classic version - we have been using different Project numbers when a Quote is converted to a Project. We would like to consider moving back to using the SAME number for affiliated quotes and projects.  1) Is it allowed in XTRF to use the same number for both?  2) Is it possible to change after several years of doing it differently?

From experience: 1) Yes. 2) Yes (but the previously created quotes/projects will not have the same ID, of course) and you will have a gap in the numbering.

The trick is to have both the quote and project numbering rule to use the same counter.