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Converting a Sales Quote to Sales Order with an inactive Configuration Revision

  • November 5, 2025
  • 1 reply
  • 15 views

The business provides configured to order Sales Quotes to customers, There can be a number of different configurations on a Sales Quote.

Due to the sales process, Sales Quotes can be in draft for up to 6 months, before they are won and converted to a Sales Order. Within this time frame, it is common for the Engineering to create new revisions for the configured items.

This is issue is that on many occasions, at the time of conversion, the configuration revision on the quote has been superseded  is inactive and the configurations have to amended to activate the relevant revisions on the Sales Quote to convert to a Sales Order.

Would anyone know if there is a workaround or remedy for this situation?

 

Best answer by dgodsill97

You can reconfigure the quote before or after copying it to a sales orders.  It does not update the configuration results revision though.

In this example you can see the revision used for each quote/sales order and the current status of the revision.  The GI is attached.

 

1 reply

dgodsill97
Varsity I
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  • Varsity I
  • Answer
  • November 5, 2025

You can reconfigure the quote before or after copying it to a sales orders.  It does not update the configuration results revision though.

In this example you can see the revision used for each quote/sales order and the current status of the revision.  The GI is attached.