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where does the sales quote go when i transfer it into a sales order

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Posted on by 55

Hi all,

I just tranferred a sales quote to a sales order. Now I can't find the sales quote anymore. 

Can anyone help?

Thanks!

-Karl

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: where does the sales quote go when i transfer it into a sales order

    Yes you are right, if you convert an Quote to Order, Quote will not be there any more.

    You can enable before function to Archive the quote from Sales & Receivables setup

    pastedimage1673446744272v1.png

    Thanks

    Nitin

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,194 Super User 2024 Season 2 on at
    RE: where does the sales quote go when i transfer it into a sales order

    It will be deleted unless you set Archiving as always then it will be in Sales Quotes Archives page.

    pastedimage1673446629365v1.png

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