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Quote Conversion
Quote Conversion
When converting quote orders into new sales orders, pressing F7 - Convert Quote on the Function Select screen will display the Quote Conversion window. See the figure below.
............................................................. 7/31/94
: QUOTE CONVERSION : SELECT
: :
: Quote Order Number 000001 :
: :
: Customer PO Number 000111 :
: :
: Copy All Lines Y Copy Comments Y :
: :
: Copy Prices Y Display Options N :
: :
: Copy Dates Y Close Quote Y :
: :
: Sales Order Number :
: :
: F3=Exit F4=Prompt :
: :
: :
:...........................................................:
F2=Command F3=Exit F7=Convert Quote F8=Copy Order
F9=Inquiry F14=Maint Options F20=Add Ship-to Cst F24=More Keys
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Quote Conversion Window.
The enterable fields on this window include: quote number, customer purchase order number, and sales order number. The quote number is required and must not be closed or expired. The Sales Order Number field is only entered if manual numbering is supported. The customer purchase order number should be entered here and not on the Sales Order Maintenance Function Select screen.
The options function the same way as they did in the Order Copy Prompt window with the exception of the Copy Prices option. The Copy All Lines, Copy All Comments, and Copy Prices default to 'Y' and cannot be changed.
Note: The Copy Prices option basically processes the same way as it does in Order Copy; however, if the line level header discount code percentages do not equal the header discount code percentages, then the unit price will be automatically copied in and considered a manually entered price. This special processing was built in to ensure that the proper prices are being copied from a quote order to a regular order if the order has a firm price set to 'Y' and the discounts are not equal. Without this processing, if the header and line level header discounts were not equal when the quote was converted, the unit price would be calculated incorrectly since the discount applied to the base price would be based on the header discount. As a result of this special processing, the unit price for the new order will always be correct.
The header on the window will read Quote Conversion if the window is invoked to perform a quote conversion. The Close Quote is the only option that wasn't displayed in the Order Copy window.
Close Quote
This option is displayed in the quote conversion mode. You will be allowed to specify whether to close the quote or leave it open for further conversions. If you specify 'Y' in this field, the order will be closed after the quote has been converted into a sales order. If you specify 'N' in this field, the quote will remain open after it has been converted.