Revising quote orders

To revise a quote order (QU) and maintain a record of the original order, you can copy the original order, even if it is canceled, in Sales Order Entry. You can make some changes to the new quote during the copy process. You can maintain the order to make additional changes.

  1. Select Sales > Entry > Order.
  2. Click Copy.
  3. Specify this information:
    Order # to Process
    Specify the quote number.
    Convert To
    Select Quote.
  4. Click New Revision.
  5. Click Continue.
  6. Optionally, update information on the New Order Information page.
  7. Optionally, click Select Lines to remove lines from the new order.
  8. Click Submit.

    The order number is displayed in a notification window.

  9. Click Maintain, and then specify the new order number in the Order # field.
  10. Click Next.
  11. Make the required changes and then finish the order.
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