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Sales Quotations amend type form pro forma

by accident we occasionally amend a sales order to a pro forma - once done CANNOT RECONVERT TO A SALES ORDER

Idea Benefit saves recreating a duplicate sales order
How do you solve for this problem today? did not had to delete and create new
  • Admin
    Jo Kirkup
    Reply
    |
    Mar 17, 2025

    Thanks for the idea, could you help us understand the idea in a little more detail.

    Are you asking for a Proforma or Quote that has been converted to a Sales Order to allow you to move back to being a quote/ proforma?

    1 reply