Any quote can be used to generate a sales order for any client. When the quote and relevant history is selected and returned to the grid, the debtor name is changed and the user is asked ‘Re-calculate pricing for this debtor’. Yes applies current pricing for that customer, No applies quoted prices.
Invoicing system setting InvoicesFromQuotesUseActivateDate controls the initiated date of the sales order – i.e. quote initiated date or sales order creation date.
Debtor account MUST BE changed before
the new sales order is saved otherwise that field is disabled and cannot
be changed.
Steps
| 1. | Sales
 Order Entry
|
| 2. | New > New Sales Order from Generic Quote Template |
| 3. | Select relevant quote and associated history from the search window and lines are returned to the sales order grid |
| 4. | Change the debtor |
| 5. | Answer the question 'Re-calculate pricing for this debtor?' |
| 6. | Complete the sales order and save and process |
Access to the originating quote is accessed from the ribbon 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.
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