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.
Article ID: 2310
Created On: Thu, Oct 17, 2024 at 10:05 AM
Last Updated On: Wed, Oct 23, 2024 at 11:55 AM
Online URL: https://kb.datafile.co.uk/article/change-active-orders-back-to-quotes-2310.html