Quotes created for the debtor can be used to generate a new sales order for that client. When the debtor is selected, all open quotes for that client are then displayed for selection – quote and each relevant history. Invoicing system setting InvoicesFromQuotesUseActivateDate controls the initiated date of the sales order – i.e. quote initiated date or sales order creation date. Pricing can be left at the quoted price or updated with current pricing.
Steps
| 1. | Sales
 Order Entry
|
| 2. | New > New Sales Order from Quote Template |
| 3. | Select debtor from the search window that displays automatically |
| 4. | Select relevant quote and associated history |
| 5. | Accept quoted prices or click Yes to change to current pricing |
| 6. | Complete the sales order and save |
Access to the originating quote is accessed from theribbon Utilities Drill to Source Quote: xxxxx. The quote is updated with the
status Sales Order.
Double-right mouse on this status loads a search window listing all the
sales orders created from the quote.
Copyright © 2012 Jiwa Financials. All rights reserved.