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Converting a quote to aShipping Order

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timjea View Drop Down
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Joined: 12 Nov 2011
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    Posted: 20 Mar 2012 at 6:43pm
What is the correct steps to convert a quote order to a shipping order?  Currently I have been using the copy button in the Quote, and copying it to a shipping order, then deleting the quote order.  Is that correct, or is there a status flag that I can mark the qute as converted but keep it, and it not show the Quote Summary Form report?
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BillD View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote BillD Quote  Post ReplyReply Direct Link To This Post Posted: 21 Mar 2012 at 9:57am

Copying is a correct way for a winnig quote. When you do it a SO number appear in the reference field on the right, bottom of the screen. You can delete it if it bothers you. There is a way to separate winning quotes from others. When on the quotations screen, click the Print button at the bottom, double-click the Sales Quotations Summary. On the Browse screen, click the Configure button. This will open report with filters screen. Make sure the SO Created column is shown. Quotes with the date are the winning ones.

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