Change order type feature

You can change the order type on a stock order, counter sale, or quote when you create a new order in Sales Order Entry. Use this feature to automate these manual processes:

• Converting a quote to an order through the copy function
• Canceling an order that was entered as the incorrect type and then re-entering the order

When the feature is activated, a Change Order Type button is displayed in the Header Information panel. Click the button to make these order type changes:

• Stock order to a counter sale or quote

  A new order number is assigned when you change the order type.

• Counter sale to a stock order or quote

  A new order number is assigned when you change the order type.

• Quote to a stock order or counter sale

  The order number from the quote is used on the new order type. If a quote is changed to a counter sale, the counter sale is suspended.

When you submit an order type change, the original order is automatically finished and then copied. The new order is opened in the maintain mode. If a new order number is assigned when you change the order type, these events occur:

• The original order is canceled.
• The lost business reason for a changed order type is automatically assigned.

The lost business reason that is specific to changed order types is identified in SA Administrator Options.

If you change a stock order that contains a line item with no available stock to a counter sale, the counter sale is created and then canceled when the order is finished.

You cannot change the order type more than one time. For example, you cannot change a counter sale to a quote and then change the quote to a sales order. Additionally, you cannot change the order type after the order is tendered.