Good day.
In what cases will the conversion of a sales quote with 5 lines to a sales order populate 2 lines on the order and skip the other 3 lines?
What do you mean t say is if Sales Quote has 5 Line items then while converting it to a Sales Order you get only 3 Lines in Lines items instead of 5 Lines??
I never experienced this, Sales Order is always a replica of Sales Quote, If you are using the Standard functionality Make Order from Sales Quote…
RockWithNAV is correct that converting a Quote to an Order will do all lines in standard NAV. You can use Copy Document from a blank Sales Order, that would copy all the lines but leave the Quote intact so you can delete the lines you don’t want and copy them to a different Sales Order at another time if needed.
Alternatively you can look at Blanket Sales Orders. Create a blank one, use Copy Document to get a copy of the Sales Quote. Then you Make Order(s) from the Blanket Order but you specify the lines and even the quantities of each line that you want each time (by setting the appropriate qty in the Qty. to Ship column. If your Quote and therefore Blanket Order for one line is for a quantity of say 5 then NAV will only let you put a total of 5 on to Sales Orders so you could create an order for 3 then a second order for 2 but if you tried to make the second 3 also it would prevent you doing so unless you changed the overall quantity on that line to 6 first. Note your Sales Quote would remain in place because you copied it rather than converted it to a sales order, so you could create a second and subsequent Blanket Sales Order(s). That’s either a good thing or bad thing depending on your business needs.
Hope this helps.
Say on the Sales quote lines if you have Outstanding quantity with greater than 0 and when you have reservations and when you Make order those lines will be skipped in the Make order process and it will create other lines. Check out Sales quote to Order codeunit.
I don’t understand this, sorry. Reservations against Sales Quote Lines ?
Your post gave me a sudden thought that if you control what is added to Sales Orders from Blanket Orders via the Qty. to Ship figure, perhaps you could do the same on Quotes so I added it to my Sales Quote Subform and tried and . . . it didn’t work. It still converted the entire Quote to an Order and deleted the Quote. So I don’t see how that would help Douglas. Am I missing something?