Changing a quote to a sales order 2021 R1

  • 4 June 2021
  • 1 reply


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 5 June 2021, 18:48

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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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