Promoting a Quote to an Order

You can use the O/E Order Entry screen to promote a quote to an active, standing, or future order.

For more information about order types, see Order Types .

Note: A quote does not affect quantities on sales orders until you set its order type to Active.

To promote a quote to an order:

  1. Open Order Entry > O/E Transactions > Order Entry.
  2. In the Order No. field, enter or select the quote number.
  3. On the Order Type list, select Active.

  4. Edit other fields on the quote as needed to update general information and details for the order.

    For more information about entering information and details, see Entering an Order .

    For more information about specific fields and controls on the O/E Order Entry screen, see O/E Order Entry Screen.

  5. Click Post.

On the O/E Confirmation screen, select the documents that you want to print for the order:

  • Order confirmation
  • Shipment picking slip (if you are shipping goods)
  • Invoice (if you are shipping goods and selected the option to create an invoice)
  • Prepayment receipt (if you entered a prepayment for the order)