Question

Needed to restrict the sales order creation process when quotation expired


Hi, 

(01). After expired the sales quotation we need to restrict sales order creation using expired sales 

quotation? Further understanding, I have attached a document with screens. 

 

(02). Also need to know how we can build the link sales quotation number and sales order number?

 

Regards

Nethupul

 

 


6 replies

Userlevel 2
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Hi @NAthukorala47  You will find the Quotation number under the financial settings tab. See the below screenshot.

 

Userlevel 2
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Screenshsot:

 

Dear ChandrasekharM

Thank you very much for point out the QT number in Sales Order form. 

Appreciate if Could you address the Quotation end date question?

 

Regards

Nethupul

 

 

 

Userlevel 6
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Hi Nethupul, Please find the details below, and hoping that helps you.

Q: User requirement is needed to restrict the sales order creation process if the quotation expired?

Ans: I don’ think we can restrict the Sales Order creation from Sales Quote screen if Cancelled By Date is already crossed, but we can Cancel these kind of documents by scheduling standard Acumatica “Process Orders” processing screen by selecting the below options. Please find the screenshots for reference.

  • Action - Cancel Order
  • Select By - Cancel By
  •  

Q: Where we can see the Quotation number after creating the sales order?

Ans: As Chandra mentioned above, we can see the Sales Quote details in Sales Orders | Financial Settings | Financial Information → Orig. Order Type and Orig. OrderNbr

 

Hope this helps!!

Hi Naveen, 

 

Thank you very much for your fullest support. 

I have done a test case and attached it.  The system is allowing the creation of the SO regardless of sales QT end dates. Has there any workaround?

I have attached the Test Screens.

 

Regards

Nethupul

 

Userlevel 6
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Hi @NAthukorala47  Thanks a lot for providing the details.

I don’t think we have an option to restrict the Sales Order screen creation, but we can achieve this by introducing a piece of customization code.

 

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