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Changing a quote to a sales order 2021 R1

  • 4 June 2021
  • 1 reply
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Can someone assist me on how I change a quote to a sales order in 2021 R1 that will also close the quote?

Best answer by caseyh35

On the quote use the action “Copy Order”, and choose the order type of your preference. Once done the original quote will have the completed status, and you will have a copy of the quote as the order type you specified.

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  • Jr Varsity II
  • 42 replies
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  • June 5, 2021

On the quote use the action “Copy Order”, and choose the order type of your preference. Once done the original quote will have the completed status, and you will have a copy of the quote as the order type you specified.


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