Convert From Quote

Purpose: To convert lines from an existing sales quotation to an existing document.

NOTE: This option is available in the sales quotation, sales order, vendor request for quote, and purchase order.

From an existing document in edit mode :

1. Left-click the Optn (Option) button on the document window tool bar and a menu will appear.
2. Left-click Convert From Quote:
1. In the sales quotation, option 5.
2. In the sales order, option 5 or option 6.
3. In the vendor request for quote, option 5.
4. In the purchase order, option 6.
3. The Quotation search window will appear.  
   
   
4. The sales quotation from which lines will be converted may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button.
5. The [Source] Quotation Lines Conversion window will appear.
   
   

6. Select the lines that should be converted from the quotation.
   
   NOTE: Multiple lines may be selected by (1) left-clicking a single line, holding the ctrl key, and left-clicking each additional line (each line clicked will be selected); (2) left-clicking a single line, holding the shift key, and left-clicking another line (all lines between the first and second lines clicked will be selected); (3) left-click the Select All button on the [Source] Quotation Lines Conversion window tool bar.

7. Left-click the OK button to convert the selected lines into the existing document.