Skip to main content
Question

Creating SO from quote

  • March 17, 2026
  • 3 replies
  • 64 views
H
Semi-Pro III
Forum|alt.badge.img

Hello all,

I have a requirement where a user would like to create an SO from quote. Is there any automation that we can make use of or any import scenarios?

Thanks.

3 replies

jhalling52
Jr Varsity I
Forum|alt.badge.img
  • jhalling52
  • Jr Varsity I
  • March 17, 2026

Hi ​@Harry,

 

Are they creating either a Sales Quote from Opportunities or Quote Sales Order Type? 

 

An order from the SO301000 screen with the type QT has the option to Copy Order, which converts the quote into a true sales order.

 

The Sales Quotes screen (CR304500) has a similar action.

 

These are the two most common options if they are creating the quote within Acumatica.

Joe Halling, Strategies Group
    H
    Semi-Pro III
    Forum|alt.badge.img
    • Harry
    • Author
    • Semi-Pro III
    • March 18, 2026

    ​@jhalling52 , thank you for your response, however I’m looking for any kind of automations that could be setup to convert quote to an order instead of doing it manually, reason being there are multiple quotes getting converted to an order so users cant go to convert each of them manually.

      Chris Hackett
      Community Manager
      Forum|alt.badge.img
      • Chris Hackett
      • Acumatica Community Manager
      • July 14, 2026

      Hi ​@Harry 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*.
      Terms & ConditionsAccessibility statement
      About Acumatica ERP system
      Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
      © 2008 — 2024  Acumatica, Inc. All rights reserved