Create and Activate a Quote
Overview
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. 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.
If you do not change the order type from Quote to Active before the expiration date, Day End Processing removes the quote from the order file.
When you enter a quote, Order Entry displays a default expiration date based on the default number of days you specified on the O/E Options form.
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.
To create a quote:
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Open Order Entry > O/E Transactions > Order Entry.
Click here for help on Order Entry fields.
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Press the Tab key to accept *** NEW *** as the quote number (in the Order No. field).
Order Entry will assign a number when you post the quote. (If you do not want Order Entry to assign the order number, type the new number yourself.)
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Type the customer number or select it from the Finder.
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Select Quote as the order type.
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Enter the expiration date. Order Entry displays a default expiration date based on the default number of days specified in the O/E Options form.
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.
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Enter the details and other information for the quote.
See Create a New Order for full instructions on entering orders.
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Click Post.
Changing
quotes to orders
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Open Order Entry > O/E Transactions > Order Entry.
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Type the Quote number in the Order Number field, or select it from the Finder.
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Change the order type to Active.
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Edit other fields on the quote as needed.
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Click Post.
Note: You can also change a quote into a standing or future order.