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Change Active Orders Back to Quotes |
Article Number: 2310 | Rating: Unrated | Last Updated: Wed, Oct 23, 2024 at 11:55 AM
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When adding orders, typically Sales Orders, you may confirm the Order Status – the default is usually to enter as a A-Active order, but you may sometimes update this with a Q-Quote status. If an order is entered as an Active order, then you could not use the ‘Change Status’ functionality to change the order status to a quote. In addition, sometimes an order may be changed from a Quote to Active incorrectly and could not be reverted. In such circumstances users would need to replicate the order as a quote and complete the original order. This new feature allows you to change an Order back to a Quote provided that the order has not had a delivery or invoice document produced. ![]()
Installation No configuration changes are required, this option is available immediately on update. |
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