# CRM (SALLY) quotation / Standbild problem

CRM allows fast creation of a new quotation based upon an old quotation. The sales processes are:

Hand over a single modified quotation after negotiation with the customer.
Create a number of similar quotations and let the customer choose one ("Staffelangebot").

The originating quotation may be used in a GVV task, probably containing assigned pre-production proof images ("Standbilder"). Customers can see those images upon opening their OA web page.

New quotations derived from the originating one did not inherit the GVV task. Pre-prod-proof images are missing, and the default process was:

Sales: Create a new GVV task.
Graphics: Upload / tag a proof image.
Graphics: Release the GVV task.
Sales: Send OA email to customer.

Sales needed a faster approach to copy quotations including proof images.

# Solution attempts

# FAIL: Re-assigning GVV tasks

A GVV task is assigned to exactly one quotation. Upon copying that quotation number could be changed to the new one.

This fails the "Staffelangebot" sales process: All quotations need to share the proof images which is not possible with this approach.

# FAIL: Copying the whole GVV task

Though technically possible this comes with downsides:

In addition to the database entries all needed image files would have to be copied. Reason: Image location / filenames contain the quotation number.
Payment of external graphics suppliers is based upon uploaded files in GVV tasks. Without knowing and possibly modifying the invoicing process this solution would produce the risk of multiple payment.

# SUCCESS: Hot-link quotations

A GVV task may be assigned to additional quotations by reference. All assigned quotations share the same visualisation. That does not interfere with the sales processes.