Sage 200 UKI Ideas Portal

Convert Quote from Prospect to Customer to pick up nominal structure for stock items.

We have a customer who builds the nominal account for stock items using the nominal from stock and cost centre/dept from customers. When they create a quotation for a prospect account, it uses the default nominal details from the prospect. However, when they convert it to an order to a genuine Sales Ledger customer account, they want it to pick up the new nominal cost centre/department details as at the moment they have to change these manually for each line.

  • Guest
  • May 10 2018
  • Idea Accepted - Gauging Support