Convert Sales Order from Sales Quote

Purpose: To create a new sales order from an existing sales quote to be sent to a customer.

There are two (2) methods for converting a sales order from an existing sales quote.

1. From a new sales order:

[link]For more information on creating a new sales order.

NOTE: Using this method, the customer who was previously issued the existing sales quote should be selected in the process for creating the new sales order.

1. Left-click the Optn (Option) button and a menu will appear.
   
   
2. Left-click 5. Convert From Quote (This Customer) and the Quotation search window will appear listing all sales quotes where the customer on the sales quote matches the customer selected for the sales order.
   
   
3. The sales order quotation from which lines will be converted may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button. The [Source] Quotation Lines Conversion window will appear.
   
   
4. Select the lines that should be converted from the sales quote.
   
   NOTE: Multiple lines may be selected by (1) left-clicking a single line, holding the ctrl key, and left-clicking each additional line (each line clicked will be selected) (2) left-clicking a single line, holding the shift key, and left-clicking another line (all lines between the first and second lines clicked will be selected); (3) left-click the Select All button on the [Source] Quotation Lines Conversion window tool bar.
5. Left-click the OK button to convert the selected lines into the existing document. After the lines have been converted, the document status of the sales order will change to Open and the line status of all lines will be Open (O).
   
   NOTE: The line status of all converted lines on the sales quote will change to Sold (S).
6. After the sales order is printed (link pending), the document status of the sales order will remain as Open and the line status of all lines will remain as Open (O).

2. From an existing quote
1. Left-click the Optn (Option) button and a menu will appear.
   
   
2. Left-click K. Convert Quote to SO and the [Source] Quotation Lines Conversion window will appear.
   
   
3. Select the lines that should be converted from the quotation.
   
   NOTE: By default, all lines will be selected, but this may be modified. Multiple lines may be selected by (1) left-clicking a single line, holding the ctrl key, and left-clicking each additional line (each line clicked will be selected); (2) left-clicking a single line, holding the shift key, and left-clicking another line (all lines between the first and second lines clicked will be selected); (3) left-click the Select All button on the [Source] Quotation Lines Conversion window tool bar.
4. Left-click the OK button to convert the selected lines into a new sales order. The order will appear and automatically be in edit mode . Initially, the document status of the sales order will be Open and the line status of all lines will be Open (O).
5. After the sales order is printed (link pending), the document status of the sales order will remain as Open and the line status of all lines will remain as Open (O).
   
   NOTE: The line status of all converted lines on the sales quote will change to Sold (S).