Processing enhancements now allow quotes to be imported to sales orders and counter sale orders at the line item level. You can import quotes that are entered as ‘temporary’ and quotes that are ‘catalog items’.
In SO Control F/M (SOF980) a new checkbox, Display Quotes, was added to the Use Features tab of SO Control F/M (SOF980). When selected, any active (not expired) quotes on file for the specified Customer, Ship-to, Item, and Warehouse are displayed during item entry for sales orders and counter sales.
When you add an item during Order Entry and Counter Sale Entry, if a quote is on file for the same customer/ship-to/item a message is displayed asking if you would like to import the quote. If you answer yes, the new Import Quote window displays the quotes available for the specified Customer, Ship-to, Item, and Warehouse. Select the quotes you want to include and press Import to add the quote line to sales order or counter sale line entry.
You can use the Import Quote to display select quotes on file for the same customer/ship-to/item you are entering on a sales order or counter sale order. You can import quotes that are entered as ‘temporary’ and quotes that are ‘catalog items’. Select the quote line you want to import and press the Import button. When you import a quote line, the required line fields are displayed with default information from the quote. You can modify information as needed then press OK to complete the import of the quote line. Press Skip to not select any quote lines to import. The Import Quote window only displays if the Display Quotes checkbox on the Use Features tab of SO Control F/M (SOF980) is selected.