Context menu - Confirm quotes and orders

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Quotes and Orders may also be confirmed in Action → Documents → Confirm (Shift+F3).

If the Document posting option is selected (ticked) on the Documents tab of Access control (Setup ribbon), the caption of the Posting button, will change to Confirmation button if Quotes and Orders are selected as the document type.

To confirm quotes(s) and order(s):

1.Select the Quotes / Orders document type.

2.Select the document(s) to confirm.

3.Right-click and select Documents Confirm quotes and orders option on the context menu. A confirmation message "Do you wish to: (1) Quotes Confirmation" (where (1) is the number of documents selected and Orders confirmation will be displayed if Orders document type was selected) will be displayed.

4.Click on the Yes button to continue. A confirmation message "Do you wish to delete this Quotes?" (where Orders will be displayed if Orders document type was selected) will be displayed.

If you wish to retain the quote(s) or order(s), click on the No button. These quote(s) or order(s) will still be available to edit.

5.Click on the Yes button to continue. Once the process is finished, an information message "Document(s) created." listing the new Invoice number, reference, account code and account description of the debtor (customer / client) account), will be displayed if quotes were selected.

6.Click on the OK button. Note - If the Orders document type was selected, this confirmation message will not be displayed.

7.The converted Quotes will be available will be available as Unposted if the Invoices document type is selected.

The converted Order(s) will be available will be available as Unposted if the Purchases document type is selected.

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