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Question

Convert Quote to MO Order Type

  • 4 June 2024
  • 4 replies
  • 26 views

Business case:

Quote includes a return (Trade-In).  Equipment Manufacturing and Distribution companies - sell equipment, sometimes will take a trade-in of a used equipment.  Want to be able to put the negative qty on the quote to include the credit.  Then convert the sales quote (CR304500) to an order of type = MO.

  1. Can’t enter a negative on the sales quote
  2. Can’t convert to an MO order type

Does anyone have a process for something like this?  Put a negative on a sales quote to include a credit/return in the quote?

 

 

4 replies

DavidEichner
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Hi @debbiereed72 

Have you considered using a discount on the quote?  That way, it can transfer over to the sales order without any issue.

When you receive the trade-in, you would enter a receipt into inventory for the trade-in.  You would just need to make sure to configure such that the default GL offsets against the discount code using in step 1.

Best,

David

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
debbiereed72
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Hi @DavidEichner   For tracking purposes and valid quote process, they really need to be able to put that equipment to be returned on the quote.  However, the discount is an interesting thought.  Thank you.

Debbie Reed, W.M. Synergy
Chris Hackett
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Hi @debbiereed72 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
debbiereed72
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@Chris Hackett - not really - they just handled it with a manual workaround.

Debbie Reed, W.M. Synergy

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