Cancel order back to a quote

imurphy
imurphy Member Posts: 308
edited 2008-11-17 in NAV/Navision Classic Client
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

Comments

  • ara3n
    ara3n Member Posts: 9,258
    Create a new Quote, Function--> Copy document. Select the order.


    Afterward delete the order.
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
  • Alex_Chow
    Alex_Chow Member Posts: 5,063
    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.
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  • ara3n
    ara3n Member Posts: 9,258
    If you don't know the original quote no. You can Ctrl+F8 (zoom) on the sales order and search for "Quote No." field.
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
  • imurphy
    imurphy Member Posts: 308
    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
    ara3n Member Posts: 9,258
    you are welcome.
    Ahmed Rashed Amini
    Independent Consultant/Developer


    blog: https://dynamicsuser.net/nav/b/ara3n
  • Reinhard
    Reinhard Member Posts: 249
    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?
    Oztera
  • themave
    themave Member Posts: 1,058
    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.

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