Search HansaManuals.com HansaManuals Home >> Standard ERP >> Quotations >> Quotation Register Previous Next Entire Chapter in Printable Form Search This text refers to program version 4.2 Operations Menu - Order To convert a Quotation into an Order, select 'Order' from the Operations menu. You can do this from the 'Quotations: Browse' window (highlight a single Quotation in the list before selecting the function) or from the 'Quotation: New' or 'Quotation: Inspect' windows (you must save all changes to the Quotation using the [Save] button before you can create the Order).A new record will be created in the Order register (in the Sales Orders module). It will be opened in a new window entitled 'Order: Inspect'. This means that it has been created and saved and is being opened for amendment and approval. There is no restriction on the number of Orders that can be created from a single Quotation record, but no Order will be created if the Quotation has been Closed or Rejected. Also, no Order will be created if there is no valid record in the Number Series - Sales Orders setting (in the Sales Orders module). This might be a fault in the setting itself, or it might be because the default Order Number on the 'Ser Nos' card of the current user's Person record or in the Number Series Defaults setting (in the System module) is not in a valid Number Series. This problem will usually occur at the beginning of a new year. If a change is made to the 'Ser Nos' card of the Person record, you will need to quit Hansa and restart for it to take effect. Please click here for a full description of the Order screen, including detailed information about issuing Deliveries and raising Invoices. To close the screen, click the close box. You will be asked if you would like to save any changes that you may have made. The Order Number will be copied to the 'Del' card of the Quotation: it will become visible when you re-open the Quotation, and will also be shown in the 'Quotations: Browse' window. |