Ideas Needed for Sales Quoting into the Service Module
I'm looking for ideas on what others have done related to using Acumatica for Sales Quoting in the Service realm. One of the challenges is that there is no defined area for extended scopes of work. In our business, service repair quotes can be quite complex and require more information than just a simple note. While there are plenty of places inside the Opportunity to define this scope of work (Lower section of details tab), none of the note sections transfer all the way to the Appointment level that can be viewed on the mobile app natively.
So unless Acumatica releases an improvement in this area in 2020-R2, we are going to need to customize something. So I'm looking for ideas on what others have done in this area. We thought about the LINE NOTES, but we really need that to list line specifics. As well, Line Notes do not copy from the service order to the appointment.