Partial Conversion of Sales Quote to Order

Business Central/NAV User Forum
1

Dear ALL,

I need to convert sales Quote partially into sale Order.

Suppose i have 10 items in sales quote i need to convert only 5 lines of item to sales order now and keep the rest in sales quote

Regards

Ajay

2

In this case, instead of Sales Quote, use Blanket Order.

3

Better to know what is meaning of the documents Like sales Quote , Sales order , Blanket order , sales invoice.

Some times client will ask in different way , if you know the Purpose/meaning of the document , u ask how it is posssible .

4

Dear All,

If we raise Blanket Order then the same will be included in Purchase Planning

It should not be included in the Purchase Planning

Regards

Ajay

5

There is no method in the standard application to provide this functionality.

You could make a change to the conversion codeunit # 86 Sales-Quote to Order that checks for a specifc value in the Quote Line (quantity = 0 for example) and then skips that line.

Is that what you wnat?

6

I reccomend use blanket orders… It is the same as quote but allow to convert to SO partially…