Transfer offers - delete positions
T
Thorsten Gustav Chalupa
When transferring an offer, it should be possible to select which existing items/surcharges/discounts in the contract structure should be deleted, if any.
Otherwise, it is possible that, for example, unwanted surcharges are overlooked, which would currently have to be manually deleted in the contract structure under “Change contract”.
B
Birte Dieterich
The topic of transferring large offers, e.g. when switching the contract from cost estimation to cost calculation with a simultaneous change in the scope of services, would be a point that we could take a look at at a projo user group. Because when it comes to surcharges and reductions, for example, there are sometimes adventurous structures here.
Arne Semmler
I think that's relatively dangerous. In particular, if offers only concern parts of the contract structure, this could also lead to accidentally deleted surcharges, right?