Sales Order Simulation Possible?

There are things called Opportunities that you can input all your sale information to give to the customer as a quote, then if the customer agrees with the quoted price, you can convert the quote into the order by pressing a button. If they decide not to go with the sale, then you can just close the opportunity as lost and it won’t ever get converted into a Sales Order.

Hope this helps,

Drew

Thanks for the reply, but that’s not my question.  I’m fully aware of objects/documents in the sales life cycle and that not converting quotes has no impact other than creating clutter.  As I mentioned, I do not want to create an object; I want to simulate the creation of a document then get the results without having to create then delete because that is just additional, un-necessary overhead.  This is a common process available in other ERPs such as SAP, so I was curious if Acumatica provided a similar capability.  I made need to move the topic to the development forum, but it doesn’t seem that the functionality exists.

Ah, I apologize, I misunderstood originally. I would not know of any way to do that other than just entering all of your information without ever clicking the save button. When you leave that page, all that info will leave because you never saved.

No worries, your response makes sense since Acumatica generally behaves the way the screens behave, although it would be great if they put an action on the object called “Check” or “Validate” that could be extended to the entity in the web service endpoint.