Skip to Main Content
Sage 200 UKI Ideas Portal
Status Idea Accepted - Gauging Support
Categories New/Amend Quote
Created by Guest
Created on Apr 14, 2016

Quotation - Prospect Account to Cash Account, loss of address information

When converting a quotation which is an prospect, and selecting the nominated cash sales account any address information put into the Account Selection box is lost when it&s converted, meaning the user has to go back to the quotation and re-enter the address information. Can this be changed so you can create a Cash account sale from a quotation without the loss of any information.