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Sage 200 Evolution ZA Ideas Portal

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Created by Guest
Created on Sep 22, 2025

Warn when saving Quotation and converting to Sales Order

It is too easy to accidentally either click the SAVE or close (and save) a quotation which converts it to a sales order when the desired operation is to just save the quotation and leave it as a quotation. Often quotations need to be amended because the customer's needs have changed or additional items need to be added. Accidentally saving as a sales order means that the sales order has to be cancelled and a quotation recreated.

A pop up window asking to confirm that the quotation should be converted to a sales order would save unnecessary work and stress for customer facing staff.

What is the workaround for the problem today?

Cancel sales order and recreate quotation.

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