Cancel order back to a quote

imurphy

After accidentally selecting the wrong quote and converting it to an order, one of my clients wants to cancel the offending order back to a quote. The order has several hundred lines so retyping is not an option they exactly relish.

Oddly there doesn't seem to be any way do regenerate a quote from an order, obviously before any activity has taken place on the order.

Has anyone seen any code posted to do this? Writing a small mod to do this is not very complicated however if someone has already worked out the checks that need to be carried out beforehand it would save reinventing the wheel.

Any word of warning or advice against doing this?

Ian

ara3n

Create a new Quote, Function--> Copy document. Select the order.


Afterward delete the order.

Alex_Chow

You might also want to ensure to let the user manually type in the original quote number if they want to re-create teh sales quote again.

ara3n

If you don't know the original quote no. You can Ctrl+F8 (zoom) on the sales order and search for "Quote No." field.

imurphy

duh.. stupid of me. It hadn't occured to me that you could copy from an order into a quote. I'd only ever done this to duplicate Quotes.

It works... apart from the stupid bug in nav where the description field is overwritten when the type is G/L with the GL account descr - so you get loads of lines with 'Sales - national' or similar instead of the description which the user has typed. Maybe its time to dig down and correct this little nav bug.

Thanks

Ian

ara3n

you are welcome.

Reinhard

Not my area of expertise, but, on 'Copy Document' I see there is a 'Recalculate Lines' check box. Maybe unchecking this will let you keep the description instead of replacing it?

themave

Reinhard wrote:

Not my area of expertise, but, on 'Copy Document' I see there is a 'Recalculate Lines' check box. Maybe unchecking this will let you keep the description instead of replacing it?

Unchecking that box, will make it copy exactly as it was, you are correct.