Difference between revisions of "Convert Quote and Generate Orders"
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Latest revision as of 14:15, 22 November 2024
General Description
Default Menu Location: Transaction >> Quotes >> Customer Quotes >> Generate Orders
Screen Name: ORDERS
Function: This screen is used once you have received and updated all of your costs on the Customer Quote and have won some or all of the line items on the quote.
Customer Quote Screen Header Tab
Customer Quote Screen Line Item Tab
Process
Check the line items you won and lost and any that are still pending.
Choose a Shipping Event or create a new one by clicking Shipping Event.
Click Generate Orders to create the purchase order(s) for your vendors and the sales order for your customer.
If necessary, you may edit the purchase order and sales order after this is done.