infor.com
concierge
infor u
developer portal
Home
Groups
VISUAL - Enterprise Customer Community
Quotes
unknown
Is there a way to award only part of a quote?
We quoted something we thought was a package and it turned out to be individual jobs. I was just wondering if I could mark specific line items as awarded and not others.
Thank you!
Find more posts tagged with
VISUAL - Enterprise General Discussions
Comments
unknown
When you create a customer order from a quote, you should be able to highlight which line items you want to convert over to the customer order from the quote. Or you can "select all".
You would get to this from the Custom Order Entry screen - EDIT - "Generate Order from Quote."
monthly_proactive_com201101.pdf
unknown
We've not used the "Generate Order from Quote" option because we work backwards. (It's hard to explain, but pricing tends to come after shipment here.) I was hoping to go back in later and mark the quote as awarded.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Groups
Help
Popular Tags
Infor Lawson Human Resources Group - Discussion
Infor Lawson Technology Group - Discussion
VISUAL - Enterprise General Discussions
Infor Lawson Supply Chain Management - Discussion
Process Automation (IPA) - General Discussions
Pegasus - Partner General Discussions
**General Discussion**
Infor Lawson Supply Chain Group - Discussion
Infor Lawson Financials Group - Discussion
Infor EPM Discussions
