Quote convert (Process ID-231)
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Process: Quote convert
Description: Convert open Proposal or Quotation to Order
Help: You can convert a Proposal or Quotation to any other Order document type. You would use this process, if you want to maintain/keep the Proposal or Quotation. The document status needs to be In Process.
| Name | Description | Help | Technical Data |
|---|---|---|---|
| Order | Order | The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled. | C_Order_ID Table Direct |
| Document Type | Document type or rules | The Document Type determines document sequence and processing rules | C_DocType_ID Table Direct |
| Document Date | Date of the Document | The Document Date indicates the date the document was generated. It may or may not be the same as the accounting date. | DateDoc Date |
| Close Document | Close Document (process) | IsCloseDocument Yes-No |

