Use this option to convert a Sale Approval Quote to an
invoice.
Role permission for operator access to the Quote convert utility
can be setup in the Document Field Access window of the
Security Roles to enable or disable the
CONVERT button on the Sale
Approval Quotes screen.
Before converting the quote, the Not OK to Rent file is checked to ensure that this customer is not a poor credit risk file and listed in Bad Risk Customers.
Sale Approval Quotes cannot be
converted to an invoice without the Customer Credit Approval.
For more details on this feature refer to Sale
Quotes Pending Approval.
To convert the Sale Approval Quotation to an Invoice, the prompts are:
The ability to over-type the document number is controlled by
the Allow Custom Document# flag for the document type
defined in Last Used Transactions.
A warning is generated if the number has already been
used.
This date respects date Date Range Control for RSIH.
Note: These converted and deleted quote numbers are not written to the deletion log, however they can be entered in Sale Approval Quote/Invoice Inquiry to identify any resulting billing invoices.
Click ACCEPT to begin the conversion of the quotation to an
invoice, and to exit to Miscellaneous Invoices
Details screen.
This provides an opportunity to make changes and add comments,
before printing the invoice.
Once a Credit Approved quote is invoiced, product details cannot be
modified on the resulting invoice.
Serial Numbers:
If a serialized item has been included on the quote, the Serial Number Search window is triggered
prompting for the specific serial number to be invoiced.
Note: If no serial numbers are selected or none are available, the invoice is created including the serialized sales part but the quantity is zero and this invoice cannot be modified later.
Product Cost:
If a sales item that is flagged to prompt for cost has been
included on the quote, a window opens prompting for the cost.
The ability to enter a cost is controlled by operator Security Role as flagged in the Document Field
Access window of Role
Permissions.
ACTIONS:
Additional actions provided by buttons on
the Convert Sale Approval Quotes screen include:
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