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Convert Quote to Blanket Sales Order Type

  • 25 April 2023
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Is it possible to convert a Quote to a Blanket Sales Order? 

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Best answer by ericwolfe74 26 April 2023, 17:13

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Kandy Beatty
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Hi @frankfiorentino81 

It does not appear that you can copy a Blanket Order from a Quote:

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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@kandybeatty49 Thanks. That is what I saw but wanted to make sure I am not missing a setting. It makes sense since a blanket is a commitment to place future orders. 

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I just tested this in 2022 R2 Build Build 22.202.0040 and was able to convert a quote to a blanket order.  First I marked the Quote as accepted.  Next, I clicked the action button (...) and selected to convert to order.  The following window appears:

I then changed the Order type to BL (Blanket Order) and clicked OK.

 The following order was created:

Hope this helps.

Eric

Eric Wolfe
Kandy Beatty
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I just tested this in 2022 R2 Build Build 22.202.0040 and was able to convert a quote to a blanket order.  First I marked the Quote as accepted.  Next, I clicked the action button (...) and selected to convert to order.  The following window appears:

I then changed the Order type to BL (Blanket Order) and clicked OK.

 The following order was created:

Hope this helps.

Eric

Interesting! Nice and thanks for showing @ericwolfe74 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
iqraharrison48
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@ericwolfe74 thanks for sharing this eric!!

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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@ericwolfe74 I tested this and you are converting a CRM opportunity quote to a BL but a SO QT cannot be converted to a BL.

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Unfortunately, you are correct.  I would recommend putting in a request to Acumatica to include Blanket Orders on the Copy function for a Sales Order Quote as I can select from the list of other sales order types.  You could also create the quote then copy it, create a new blanket sales order and past the details.  

it’s a couple extra steps but it does work from a Sales Order Quote.

Let me know your results.

Eric

Eric Wolfe

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