Context menu - Convert Documents to a Single Document

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To Convert Documents to a Single Document:

1.Select the Quotes / Orders document type.

2.Select the document(s) to convert into one document.

3.Right-click and select the Convert Documents to a Single Document option on the context menu. A confirmation message "Do you wish to delete this Quote?" will be displayed.

4.Click on the Yes button to continue. The Debtor Accounts screen is displayed (for Quotes document type).

5.Select the Debtor Account (Quotes document type) or Creditor Account (Orders document type) and click on the Open / OK button. Once the process is finished, the converted Quotes will be available will be available as Unposted if the Quotes document type is selected.

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

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