Converting a quote order to a pricing record

You can convert line items on a quote to pricing records so that the customer gets the quoted price for a specified amount or time.

  1. Select Sales > Entry > Order.
  2. Click Copy.
  3. Specify the quote number in the Order # to Process field.
  4. Select Pricing/Discounting in the Convert To field.
  5. Click Continue.
    Note: You receive a notification if the quote has been canceled, but you can continue.
  6. Accept the quote number that defaults, or specify a new number for the new quote record.
  7. Specify a line reference.

    The value is recorded in the Line Reference field on each record that is created.

  8. Specify a new end date.
  9. Select the applicable options for storing and updating records.
  10. Click Submit.

    The new record numbers are displayed.

  11. Click Create to exit copy order functions.
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