Understanding Conversion of a Sales Quote to a Sales Order for a Configured Item

If you create a sales quote and the customer authorizes the purchase of the quoted items, you can use the sales quote to create a sales order.

In sales order processing, these methods are available for converting a sales quote to a sales order for configured items:

• Releasing a quote order.

• Copying a sales quote to a sales order.

Because configured items have unique setup and processing requirements, the same holds true for converting a configured item sales quote to a configured item sales order. Releasing a sales quote to a sales order is supported for configured items.

To support the creation of a sales order from a sales quote for a configured item, you must set specific processing options before copying the sales quote.