Quotes

Sage ERP Accpac Order Entry 6.0

Quotes

Quotes do not affect quantities on sales orders until you make them active.

Changing quotes to orders. When you enter a quote, you enter the date on which the quote expires. Order Entry displays a default expiration date based on the number of days you specified on the O/E Options form.

To change the quote to an order, call up the quote by its order number, change the order type to Active, edit the detail information as required, check tax statuses and order totals, and then post the order.

Note: If you do not change the quote to an order before the expiration date, Order Entry automatically removes the quote when you run Day End Processing. If you selected the option to Clear Expired Quotes and specified a number of days on the O/E Options form, Order Entry deletes the expired quote from the system the next time you run Day End Processing after the specified delay. If you do not select the option to Clear Expired Quotes, expired quotes will not be deleted.

Reusing quotes. To reuse a quote that you have previously converted to an order, add a new order for the customer using the Create Order From Multiple Quotes option.