Sales orders can be created from quotes under a batch processing option. Repeating instructions are entered in the Recurring tab of the quote form.
Creating a new Standing Orders Processing form searches for quotes with a due date on or before the creation date of the new processing form. Quotes can be removed from the batch if required. The Destination field is updated with the new sales order numbers. Where the creation process fails (e.g. debtor is On Hold), the Pass field is not updated and a reason for failure is populated into the Fail Reason field. Where a sales order is successfully created, the Next Activated date in the quote is updated accordingly and the quote updated with the status Sales Order
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