Use the Convert Quote Lines program to convert a quote to a contract or sales order. When converting a quote line and the line requires a backorder quantity, a message is display asking to “Create a planned special order purchase order or transfer”. Refer to the Creating Planned Special Order Transactions for details on this process
For Contracts: If all lines on the contract have been converted to a sales order or to a contract then that option (either sales order or contract) will not be available in the drop down box. If all lines have been converted to both, then the conversion window will not display. If the SO Static Use Contracts check box is not selected then the conversion window will remain unchanged. If a contract has been created from a line on the quote and there are no conflicts with other lines and no conflicts with the contract's settings since the contract was created (for example the contract is still active and not expired) then a prompt will appear allowing the user to merge any quotes lines being converted now to that existing contract --selecting the check box will add the new line (or lines) to the existing contract, otherwise the quote lines will create a new contract. If the merge check box is selected all other field for contract conversion are disabled and ignored during the conversion. If the user does not have the ability to review contracts then a check box for creating the contract as approved will not be available. Such a user will also not be presented the option to copy a quote line to a contract that has already been reviewed. Any contract created by such a user will be created as not approved. The possible description will default to the customer number, name, and the quote number. This can be changed.
Click OK to process the request. If a contract is created then that contract number will display. If merging lines to a contract then this alert will not show. A tally of lines that were converted will display. If no lines were created then the following will tell the user: (This can happen when selecting to convert only flagged quote lines and no quote lines in fact were flagged.)
Click field descriptions for information on each field.