Home » Categories » Multiple Categories

Change Active Orders Back to Quotes

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.

Custom Fields
  • Release ID: 7.5
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Credit Note Documents / Deposit Refunds – User Authorisation Options (SOP Only)
Viewed 92 times since Thu, Jan 9, 2025
Order Acknowledgements
Viewed 1533 times since Tue, Jul 3, 2012
Order Utilities
Viewed 1495 times since Tue, Jul 3, 2012
Expand Data Files
Viewed 1774 times since Wed, Jul 4, 2012
Frequency Call-Off
Viewed 1925 times since Tue, Jul 3, 2012
Currency Options
Viewed 1608 times since Tue, Jul 3, 2012
SOP Accessories
Viewed 1675 times since Tue, Jul 3, 2012
Allow Use of Discount / Supplier Matrix Entries from Head Office Accounts
Viewed 3073 times since Fri, Jun 8, 2012
Input Job Code during Change Status
Viewed 2530 times since Wed, Jun 13, 2012
Remove Specific Orders
Viewed 1581 times since Tue, Jul 3, 2012