SO-P-C  Convert Sales Quotations

Purpose of Program

Use this program to convert sales quotations to live sales orders.  You are given the option of keeping sales quotations on file for future use or reference or having them deleted.

General Program Operation

Enter a from/through range of sales quotation numbers or select from a lookup window using the F2 key (or clicking on the Lookup button).  If the quote was originally entered against a prospect in the Contact Manager who is not yet a customer, you will be prompted that the program will create an entry for them in the customer file as part of the Quotation conversion process.

If you have entered a range of quotation numbers, enter whether you want to be prompted for changes to Dates, Location and Customer PO number values for each quotation as it is converted.  Values originally entered into the quotation will be used unless changes are entered during the conversion.

The next available sales order number is displayed in the new sales order number field.  You can press <Enter> to accept it or you can enter a number of your choice.  It must be a sales order number that is not being used.

Enter an estimated ship date.  All line items will get this date.  If you wish to enter different dates, you must go into the sales order after it gets created and edit the dates.

Next enter the customer's purchase order number and the location (plant or warehouse) this order is to ship from.

Next, indicate whether to keep the quote on file.  If you indicate no, the sales quotation will be deleted after it gets converted to a sales order.

Indicate whether to close the quote after conversion and finally, whether to pass the quote number to the Sakes Order as the Job Number, Order Description or not at all.