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How to Suppress Price Levels in Quote Type?

edited Feb 9, 2023 2:43AM in Ask A Guru 3 comments

Hello,

We are in the middle of creating a quote approval process. We have 6 different quote types and each of these quote types has its own set of price levels. We have dozens of price levels.

We are trying to tie the quote type to the price level, in such a way that the price level list that appears is reduced to the matching quote type.

For example, below i selected quote type Project Developer (you can see the 6 different quote types below).

At the line level i select the matching price level which can be any of the "project developer" price levels. However the price level drop down list returns ALL of our price levels. Below you can see Standard Dealer, UMRP, Custom price levels are available to select as well.

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