QT-1201 v3 — new Draft revision
QT-1201 v2 stays Sent and locked; this form copies its lineage and value exactly.
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Source locked: QT-1201 v2.Saving creates QT-1201 v3 Draft; it never changes or deletes the issued source.
Revision identity
Cloned lines
Add line| Item | Description | Qty | Rate | Amount |
|---|---|---|---|---|
| Bathroom stone package | Lane Cove — three bathrooms | 1 | $18,400.00 | $18,400.00 |
| Total ex GST | $18,400.00 |
The source, project, type and Won-original relation are copied exactly; edits apply only to the new Draft.
Quote lifecycle
Available states and governed next steps for this record.
| State | When shown | What happens next |
|---|---|---|
| Draft | The record is created in this state. The Draft state keeps its audit history and only the appropriate controls remain available. | Available next: Sent (Coordinator or director). |
| Sent | Reached from Draft. The Sent state keeps its audit history and only the appropriate controls remain available. | Available next: Won (Coordinator or director); Lost (Coordinator or director); Expired (Coordinator or director); Cancelled (Coordinator or director); Customer Accepted (Coordinator or director); Customer Rejected (Coordinator or director). |
| Won | Reached from Sent. The Won state keeps its audit history and only the appropriate controls remain available. | No next lifecycle transition is declared; retain the record as governed history. |
| Lost | Reached from Sent. The Lost state keeps its audit history and only the appropriate controls remain available. | No next lifecycle transition is declared; retain the record as governed history. |
| Expired | Reached from Sent. The Expired state keeps its audit history and only the appropriate controls remain available. | No next lifecycle transition is declared; retain the record as governed history. |
| Cancelled | Reached from Sent. The Cancelled state keeps its audit history and only the appropriate controls remain available. | No next lifecycle transition is declared; retain the record as governed history. |
| Customer Accepted | Reached from Sent. The Customer Accepted state keeps its audit history and only the appropriate controls remain available. | No next lifecycle transition is declared; retain the record as governed history. |
| Customer Rejected | Reached from Sent. The Customer Rejected state keeps its audit history and only the appropriate controls remain available. | No next lifecycle transition is declared; retain the record as governed history. |
State variants
Lifecycle display states for the primary Quote record
- Draft — state view
- Sent — state view
- Won — state view
- Lost — state view
- Expired — state view
- Cancelled — state view
- Customer Accepted — state view
- Customer Rejected — state view
Only declared primary-entity lifecycle states are registered here. More specific examples rendered elsewhere on the page remain interaction, revision or material-condition states rather than extra lifecycle states.