Request site surveys and technical work from an opportunity or an order

Before any request exists the panel is short: the header and the Technical Requests row. The moment a request exists, the phase bar, the three cards and the bottom row appear, and Schedule Pre-Quote leaves the top row.

WindoorERP reads the newest request, its newest pre-quote and production surveys and, on an order, whether the order is confirmed, then picks one step. The rules run top down and the first that fits wins.

Won is read from the order, so it lights only on a confirmed order's own tab, and on the request. On the opportunity the bar goes from Quotation straight to Production Survey once a production survey exists, and Schedule Production Survey is offered there as soon as no production survey exists, confirmed order or not.

One thing the step will not do. Release to Production moves nothing when no Stage when Production Ready is configured in the survey settings, and it never moves a request backwards; in both cases the press changes nothing and shows nothing.

Schedule Pre-Quote and New Technical Request open the same dialog. The first pre-selects the site-survey type and, on create, goes straight into a new draft pre-quote survey; the second leaves the type empty and lands on the request form. On the opportunity Schedule Pre-Quote is offered in the top row only until the first request exists; New Technical Request stays.

The four shipped types and what their guidance promises:

A type can be set to Auto Create Survey in the technical office's configuration. A request of such a type raises its survey the moment it is created, with you as its surveyor, and no separate press is needed.

The panel on an opportunity follows the newest request raised on it. Raise a Quote/Drawing request after the survey request and the panel switches to it: the phase bar drops back to Opportunity, the cards empty, and the suggested step reads Schedule Pre-Quote Survey again, while the survey lives on, on the earlier request. Nothing is lost. Press View All Requests, open the earlier request, and its Survey & Measurements tab shows the same panel for that request.

On a quotation or an order the panel follows the request bound to that document: its own Technical Request field when set, otherwise the newest request whose Sale Order is that document. A quotation built with Create Quotation from the survey is bound as it is created; a quotation raised by hand from the opportunity is not, and its tab starts at Create Technical Request. A request raised from an order is named after the order and linked to the opportunity behind it.

The cards follow the newest survey of each type on that request. New Pre-Quote, offered once the current pre-quote is completed or approved, creates another draft pre-quote and the Pre-Quote card follows it. Cancelled surveys are ignored throughout.

The same panel sits on the Survey Status tab of every quotation and order, beside Delivery Location. What changes is the document's own state: once the order is confirmed, the phase reads Won and the suggested step becomes Schedule Production Survey. The production survey it creates loads its items from the order's lines, which is why it belongs to the signed document and not to the estimate.

Pressed on the opportunity, Schedule Production Survey looks for the opportunity's confirmed orders. One order: the survey is created against it. Several: the dialog above asks which, with the note This opportunity has more than one confirmed sale order. Choose the order the production survey should measure against. None: a production survey is created on the request anyway, and its items come from whatever Sale Order the request carries, which may be an unsigned quotation, or nothing at all.

Release to Production, once the production survey is approved, is the salesperson's signal that the measurements are final. It moves the request to the configured stage and writes to its chatter; it creates no manufacturing order. Releasing the factory work itself is covered in Work a confirmed sales order.

View All Previous Surveys opens every non-cancelled survey on the request. With exactly one survey it opens that survey directly; with more, the Site Surveys list above, filtered Not Cancelled, with Survey Reference, Technical Task, Customer, Surveyor, Scheduled Start, Items, Done, Surveyed (m²), Progress % and Status. There is no type column; the reference tells the type, PQS- for a pre-quote survey and PRS- for a production survey. Open a row to read the measurements.

View All Requests lists the technical requests of the opportunity, or of the order, with their reference, name, customer, type, manager, deadline and hours. Open one to reach its own Survey & Measurements tab. The request record is described in Raise, assign and track technical requests.

Approving a survey, which turns Pre-Quote Survey — awaiting approval into Create Quotation, is a Survey Manager's act on the survey, not on this panel.

Please select a Customer before creating a technical request.: set the Customer on the opportunity or the order and press the button again. The dialog itself answers Please select a Customer on the opportunity before creating a technical request. when the customer was cleared while it was open.

The suggested step went back to Schedule Pre-Quote Survey although the survey is done: a newer request was raised on the opportunity and the panel now follows it. Open the earlier request from View All Requests.

The Pre-Quote card reads pending_approval and nothing moves: the measured area strayed past the approval threshold and a Survey Manager must approve the survey. Run Step opens it for them.

Release to Production does nothing: no Stage when Production Ready is set in the survey settings. Ask the technical office to set it.

Create a Technical Request first — the survey is part of its journey.: the request behind this document was deleted. Raise a request again.

The quotation's tab shows Create Technical Request although the opportunity has a survey: the quotation was not built from the survey, so no request is bound to it. Work from the opportunity's tab or from the request itself.