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Question

Convert Quote to MO Order Type

  • June 4, 2024
  • 5 replies
  • 64 views
debbiereed72
Varsity I
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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?

 

 

Debbie Reed, W.M. Synergy

5 replies

DavidEichner
Captain II
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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*.
Chris Hackett
debbiereed72
debbiereed72
Varsity I
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  • debbiereed72
  • Author
  • Varsity I
  • June 12, 2024

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
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • July 25, 2024

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
Varsity I
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  • debbiereed72
  • Author
  • Varsity I
  • July 26, 2024

@Chris Hackett - not really - they just handled it with a manual workaround.

Debbie Reed, W.M. Synergy
Chris Hackett
D
Varsity I
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​@debbiereed72 we manufacture trailers (vehicles with a VIN) and frequently take trade-ins.  Unfortunately we do not have a way to handle this automatically.  We use a non-stock item on the quote/SO that posts to a GL wash account.  Then when the trade-in is physically received we record an inventory Receipt transaction which offsets to that GL wash account.

I thought about creating a Credit Memo -type sales order, but then the customer would not be able to see their trade-in credit reflected on the same document as the purchase of the new equipment.

Chris Hackett
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