Essentially I am looking for a way to reduce the possibility of input errors and the amount of screen/grid jumping I have to do in order to tie a Quote to a Work Order.
Is there a way, when creating a work order from a quote to automatically have the quote number entered into the work order somewhere so the quote can be referenced later when the work order is complete?
Or is it possible to have it go both ways, so that the work order number is referenced in the quote and visa-versa? This would make the system much more user friendly and more useful at the same time.
I would even be happy if there was a way to automatically force the original quote number to become the new work order number. This would be even a better solution! This way both would have the same number and be much easier to find related quotes and work orders.
If there is already a way to do this without the manual jumping between grids to enter the numbers into the internal reference fields, please tell me! I cannot find a simple way to make these two important documents relate to each other.