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This text refers to program version 4.3  

Operations Menu - Create Order

To convert a Quotation into an Order, select 'Create 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 Support 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.

Virtually all the information entered for the Quotation is transferred to the appropriate fields of the Order, reducing the typing load and minimising the risk of error.

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. Also, no Order will be created if there is no valid record in the Number Series - Sales Orders setting (in the Sales Support module). This might be a fault in the setting itself, or it might be because the default Order Number 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.

Please click here for a full description of the Order screen.

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. Terms' card of the Quotation: it will become visible when you re-open the Quotation.

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