Sage 50 UKI Ideas Portal

Quotes having a unique index

We do not want this to happen automatically as it clutters up our sales order list with quotes which are not yet sales orders. There should be a way to only create the SO when the quote is actually marked as 'Won'. Is there a way of preventing this automatic conversion please?

  • Guest
  • Jun 10 2024
  • Guest commented
    18 Jun 10:11

    Apparently there's a "technical reason" for creating the SO

  • Guest commented
    11 Jun 09:45

    Agree. Quotes should have their own number sequence, and Sales Order or Invoices a separate sequence with a copy created when won. It should also be possible to create a quote without allocating it to a customer account