Releasing Sales Quotes

QAD 2017 Enterprise Edition > User Guides > Sales > Sales Quotations > Releasing Sales Quotes

When the customer requests delivery, modify the Release field in Sales Quote Maintenance (7.12.1) and specify Yes. Then enter the Qty to Release and Due Date for each line item. Sales Quote Release to Order (7.12.10) enables you to release quotes to sales orders by cycle code (used with recurring quotes), quote number, customer number, or quote date.

Sales Quote Release to Order (7.12.10)

When you release a quote, the system resets several fields in Sales Quote Maintenance:

• Release in the header is reset to No on all quotes except recurring quotes with a non-blank cycle code.

• Released Date displays the new sales order date.

• If it is a recurring quote, Release Count increments by one.

• The number of the created sales order appears in Last Sales Order.

You do not have to release the entire quantity of a sales quote to one sales order. The system can process multiple releases for any line item.

If you release an item by mistake, use Sales Order Maintenance to change, cancel, or delete the line. These changes do not affect the values in Release Count and Qty Released, however.

A sales quote cannot be released when either of these conditions exists:

• It has a non-blank action status.

• The customer requires a PO and one has not been specified.