Do you want to convert a quote to a current invoice while you're editing the document? Would you like to save keystrokes and time by converting quotes and printing all of them on the fly in Edit Documents? With SCO you can convert a quote to a current invoice in just seconds! Easily update invoice number, invoice date, ship date, invoice status (Active/Held), and even choose whether to retain the original quote. Add even greater flexibility to the Order Entry for Peachtree Complete Accounting!

To use SQC - Convert Quote to Current Invoice On the Fly, select Edit Documents from the Enter Invoice/Order/Quote menu option in Sales Invoicing.

After selecting the quote to be converted, V=Convert will appear at the Accept prompt:

+--------------------------------------------------------------------+
|+==================================================================+|
||SIPROC1                  Edit Documents          COMPANY ID: SP   ||
||07/10/96            Software Professionals Inc.                   ||
|+==================================================================+|
|DOC TYPE....: O  quote             DOC STATUS.: A Active            |
|DOC NUMBER..: 023545                                                |
|CUSTOMER ID.: COOPEG                                                |
|DOC DATE....: 11/08/96                                              |
|                                                                    |
|SOLD TO.....: Gloria S. Cooper     SHIP TO....: Gloria S. Cooper    |
|              37 North Avenue                   37 North Avenue     |
|              Atlanta, GA                       Atlanta, GA         |
|              30333                             30333               |
|CONTACT.....: Gloria Cooper                                         |
|PHONE.......: 404/555-1212         SALES TAX: 001                   |
|PHONE #2....:                                 GEORGIA       4.000   |
|P.O. NUMBER.: 6017                            FULTON        1.000   |
|P.O. DATE...: 11/05/96                        MARIA         1.000   |
|SALESPERSON.: BBS                                                   |
|TERMS CODE..: 4   10/10,NET30                                       |
|SHIP DATE...: 11/05/96                                              |
|SHIPPED VIA.:                                                       |
|JOB/ORDER NO:             ACCEPT (Y/N)..: V  (V=Convert)            |
+--------------------------------------------------------------------+

After entering V to Convert, you will get the following options box:

+========= Convert Quote To Invoice ======+
|  Invoice Number..............: 023567   |
|  Invoice Date................: 11/15/96 |
|  Ship Date...................: 11/15/96 |
|                                         |
|  Convert to Held/Active (H/A): A        |
|  Retail Original Quote (Y/N).: N        |
+=========================================+
 F7 - Quo Date   F8 - Undo    F10 - Convert

If Auto Numbering is set to Yes in Maintain S/I Options, then the Invoice Number defaults to the next available Invoice Number. If Auto Numbering is set to No, then the Invoice Number is blank. An Invoice and Quote cannot have the same document number, even if Convert to Same # is set to Yes in Maintain S/I Options.

The Invoice Date and Ship Date default to the system date. By pushing F7-Quo Date, the dates are changed to the dates on the Quote.

When converting, you can specify that the quote be converted to an Active or Held invoice. If you want to change the status of the quote, do so before entering V at the Accept prompt. If you want to keep the quote for future use, select Y at the Retain Original Quote prompt. If you select N at this prompt, the Quote will be canceled.

After selecting the conversion options and pushing F10-Convert, you are automatically taken into the edit mode for the new invoice. Any changes made to convert options will become the default the next time you convert a quote to an invoice. When converting a quote, items that result in a negative quantity on hand will be converted even though the "Allow Negative Quantity" flag may be set to No in Maintain Inventory Items. This may result in a negative quantity available for inventory items.