Copying Quotes to Sales Orders

Quotes are available for copying to sales orders. When order lines or schedules are created from quotations, the system automatically activates the Price Protected option. This option prevents the Order Repricing process from changing line and schedule pricing. Quotes can only be copied if they include an expiration date on the Quote Entry Form page. Quotes that are expired are not available to copy.

Quote lines are copied directly to the sales order, except for those with a status of canceled. You can also individually select which lines to copy to the sales order.

Lines for a quote can only be deleted if you do not enter a quantity. The status for all copied sales order lines is open so that the user does not have to change the status for each line; demand feeds immediately to Inventory.