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
Designing a SOP System
Viewed 1451 times since Tue, Jul 3, 2012
Order Detail Items to be Printed – Comma’s in Values
Viewed 52 times since Tue, Oct 15, 2024
Default Nominal Code on Documents
Viewed 1677 times since Tue, Jun 12, 2012
Document Selection Criteria – User Defined Message
Viewed 57 times since Tue, Oct 22, 2024
Payment Analysis (SOP Only)
Viewed 1563 times since Wed, Jul 4, 2012
Compact & Audit Database
Viewed 1586 times since Wed, Jul 4, 2012
Order Enquiry
Viewed 1630 times since Tue, Jul 3, 2012
Document Processing - Check if Invoiced in Last X Days
Viewed 1753 times since Mon, Jun 11, 2012
Document Design Manager
Viewed 2065 times since Wed, Jul 4, 2012
Report on Order Status
Viewed 1453 times since Tue, Jul 3, 2012