Related topics
In this program a quotation can be copied into the Customer contract file when it has been agreed upon by the prospect/customer. This can only be done for those quotations which have been entered into the system with a quotation type 2 (i.e. contract).
All discounts that are copied will be transformed into line discounts. If all discounts that are copied are set-up as discount % then the discount amount will be set to zero during this copy. If there is a mixture of discount % and discount amount or only discount amount then the discount % will be set to zero during this copy.
- Quotation number
- Enter the quotation number to be copied into the contract, together with a possible version number. After clicking OK the quotation will be copied into the Customer contract file.
If you are trying to copy a quotation and the customer has a credit stop code in the Credit stop code field in the Business partner file indicating that no sales are allowed to the customer, a message is displayed at the bottom of this panel. This message is retrieved from the Credit stop code table and you are not allowed to proceed copying to this customer.