Proforma SOP
Posted: 19 Aug 2014, 11:57
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
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