Wireframe · Step 12 — Review, PDF, and Acumatica Actions

Combined review screen for totals, PDF output, Add to Acumatica, quote locking, and copy-quote behavior once all quote-level sections and line items are complete.

← Back · Step 12 details
9:45●●● 91%
‹
Preview PDF
Quote Review
Quote A
Selected quote for customer approval
ORDER TAG
This quote has already been added to Acumatica. Other quotes are locked from Add to Acumatica until re-enable rules are clarified.
Door 1
10x10, almond, heritage
1980
Door 2
Copied and edited
1980
Opener 1
Awaiting attribute detail from Mike
568
Subtotal
2548
Estimated Tax
154
Total
2702
Add to Acumatica
Copy Quote
Add to Acumatica requires confirmation
After tapping the action, show a separate confirm state before submission. The base review screen should remain clean and readable.

Acumatica submission control

This screen now needs one more business-critical action beyond PDF preview: Add to Acumatica. That action is only available while no other quote has already been submitted to the service order in Acumatica.

Required actions

Open item for Mike

We still need feedback on how the app should re-enable quote editing and Add to Acumatica if service-order lines are deleted later in Acumatica or if the customer changes the spec after one quote has already been pushed.