Converting a Proposal into an Order
This exercise walks through the simple procedure of turning a Proposal to an Order.
John has decided on 25 of the GL105's and 100 of the GL100's.
1. In the Proposal de-active the "Use" box for 50 of the GL105 and activate the "Use" box for 25 of the GL105.
This marks the Items to be sent to the "Order" record.
Note: If John had decided on 35 of the GL105 we could have changed the number here. It could also be changed after converting the Proposal to an Order if you wished the "Proposal" record not be changed from it's original state.
2. Click on the "Order" button.
3. A dialog box opens asking for a Purchase Order number. Enter in the number givin by John, N-8974 in the
"Cust PO" field.
4. Click "OK".
The "Order" record opens and is already complete.
Note: Modifications can be made if required.