Use this option to convert a sales quote to an order.
Before converting the quote, the Not OK to Rent file is checked to
ensure that this customer is not a poor credit risk file, and
listed in Bad Risk Customers.
Sale Approval Quotes cannot be
converted to a Sales Order without the Customer Credit
Approval.
For more details on this feature refer to Sale
Quotes Pending Approval.
To convert the Sale Quotation to an Order, the prompts are:
A warning is triggered if this quote has not been fully approved and so the convert not allowed.
Sales Orders Created From this Quote:
A warning is triggered if this quote has already been converted to
a Sales Order, but the Quote was not deleted and it is now being
converted to a new Sales Order. Any Sales Orders previously created
from this Quote are listed in the Sales Orders
Created from this Quote pop-up window for reference.
Security:
The ability to over-type the document number is controlled by the
Allow Custom Document# flag for the document type defined in
Last Used Transactions.
A warning is generated if the number has already been
used.
Date Range Control:
If the operator does not have
date range override permission, the document date will be
checked to make sure the date is valid against the date ranges set
as acceptable in Date Range Control for
OEOH.
The date control feature helps prevent data entry errors.
When a Quote is deleted, an audit record is generated tracking the Operator and the Date when the document was deleted. This can be viewed in Delete Log for function OEOD03B.
A warning is triggered if the product cost is less than the Unit
price.
This cost can be adjusted in the expanded product detail record on
the resulting Order.
Confirm the correct items in the detail screen are flagged to be
converted to the order and have the correct values.
Click ACCEPT to accept the selection or CANCEL to abort.
Confirmation is required.
Prompt for Cost:
If a sales item that has been flagged to prompt for the cost has
been included on the quote, a window opens prompting for the cost
per unit.
The ability to enter a cost is controlled by Security Role permissions assigned to the
operator.
The new order is created and the screen displays the order as in to Sales Orders.
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