Context menu - Confirm estimates and orders
Estimates and Orders may also be confirmed in Action → Documents → Confirm (Shift+F3).
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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 Estimates and Orders are selected as the document type. |
To confirm estimates(s) and order(s):
1.Select the Estimates / Orders document type.
2.Select the document(s) to confirm.
3.Right-click and select Documents → Confirm estimates and orders option on the context menu. A confirmation message "Do you wish to: (1) Estimates 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 Estimates?" (where Orders will be displayed if Orders document type was selected) will be displayed.
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If you wish to retain the estimate(s) or order(s), click on the No button. These estimate(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 customer account), will be displayed if estimates 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 Estimates 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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