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Select lines from quotation to convert to SO

on 3/11/14, 4:15 AM 778 views

I wanted to see if it would be possible to take a multi-line quotation and convert to a Sales order where I select specific lines from the quote.

in other words, customer doesn't order the entire quotation, but specific lines and need to make a sales order of those specific lines...

Please help!

Thanks in advance...

Ray Carnes
On 3/16/14, 5:57 PM

Can you simply delete the lines from the quote that are not needed and then confirm it?

If you need to keep a record of what was quoted, duplicate the quote and delete the lines from the duplicate before confirming it.

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Asked: 3/11/14, 4:15 AM
Seen: 778 times
Last updated: 3/16/15, 8:10 AM