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New quotation unable to search at Sales order | 销售订单里找不到新增的报价单
Author: Susan Lai Reference Number: AA-00326 Views: 2542 Created: 2014-05-01 21:39 Last Updated: 2014-05-01 22:09 0 Rating/ Voters

Scenario:

Create a new quotation, wanted to convert it to Sales Order. Unfortunately unable to locate quotation at Sales Order entry, why?


Solution:

This is because the the Enable Quotation Approval is set as Enable. With this option turn on, user will require to approve the Quotation in-order to list it at Sales order entry screen for conversion. Please view the Approve Quotation FAQ for how to approve Quotation or Disable approve Quotation to disable require approval for Quotation.


方案:

要把已经得到客户同意的报价单转换成订货单,但是在订货单里找不到该报价单。


解决方案:

这是因为Enable Quotation Approval 被设定为Yes。当该设定被设定为Yes时,用户必须先批准该报价单然后才将他转换成订货单。请参考如何批准报价单关闭需要批准订货单设定

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