I have a problem with converting/completing a proforma SOP.
I created a sales quotation for a customer. We got the order so I converted the quotation. I have my settings set to convert quotations to sales orders and this is usually what happens, but in this case the quotation status changed to 'won' but the type changed to proforma SOP.
I didn't notice this until I had run through my usual order shortfall routine to generate a purchase order and booked in stock, then allocated.
I now have a sales order type 'pro' allocated 'full' that I can't despatch or convert to an invoice.
I have two questions:
Why did the quote convert to a proforma SOP?
How do I get it to despatch and generate an invoice?
Ron
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Proforma SOP
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Proforma SOP
I think this is a "Known Feature" you are describing, the box is greyed out and you can not change it.
Well actually you can, you just need to know that sage didn't disable the drop down for every method possible, they missed one, (this loophole maybe how it got changed in the first place).
To activate the box, place your mouse over the field and then use your scroll wheel up/down, and the box will magically come back to life.
Well actually you can, you just need to know that sage didn't disable the drop down for every method possible, they missed one, (this loophole maybe how it got changed in the first place).
To activate the box, place your mouse over the field and then use your scroll wheel up/down, and the box will magically come back to life.
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Re: Proforma SOP
Thanks Bruce.
I had to open the 'order' a few times before the magic happened, but it worked.
Any idea why it converted from a 'quotation' to a 'pro-forma' in the first place? I've checked my settings and it's set to convert to a sales order.
Ron
I had to open the 'order' a few times before the magic happened, but it worked.
Any idea why it converted from a 'quotation' to a 'pro-forma' in the first place? I've checked my settings and it's set to convert to a sales order.
Ron
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Proforma SOP
No idea, perhaps someone rolled the mouse over it after it was converted or whilst it was a quote and changed it to a proforma?
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