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    Replacing linked Quote on a Job

    When attempting to replace an existing quote linked to a job with a different quote for the same customer, an error occurs, and the replacement does not complete as expected.

    The issue is under investigation.

    Suggested Workaround

    To successfully link a different quote to the same job:

    First, unlink the currently linked quote using the "Unlink Quote" option from the Job.

     

     

    Then, use the "Link Job" option to link the new quote to the job.

    Please note: Before relinking a quote to a job, the quote's status must be changed from Accepted to Active.

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