SPEC 6102- Convert Quote to Customer Order Workflow

Date Released: Feb 2020

Modules:NAV Order Management

Description:

  • Adds a Convert to Order button and workflow to convert Quotes into Customer Orders.
  • Removes access to the Quote order type in processed and unprocessed orders that contain detail or message lines.

Reason: A quote does not allocate inventory, but it does assign serial numbers. When an order is created from a quote, if the serial number is no longer available it is still used / assigned to the order. This causes negative inventory. This update was needed to address negative inventory issues.

Associated Files

Quotes – Convert to Order Option

Non Quotes – Processed and Unprocessed

Associated Files

System Wide Setting - Navigator Order Entry Options

The setting Set "Received?" to "B" (back order) when creating Quote Lines has been added.

  • When set to Y any line created on a Quote order will have its status automatically set to B – Backorder.
  • When N/blank, the default, the Quote process functions as it does currently.

Quotes – Convert to Order Option

On the New Order menu, select New Quote to begin the quote creation process.

On the Order Header, the Order Type is set to Q and is disabled so it cannot be changed.

Click Save to return to the main Order Entry window. The Convert to Order button has been added.

When selected this will trigger a process that checks all lines on the quote to ensure that any serial numbers are still available:

  • If they are available they will be allocated
  • If any are not available:
    • Display a message alerting the user to the issue
    • Set the line to a Backorder status and update OPENIV and ROLL data per the existing backorder functionality.
    • Write the original serial number to the pending / processed order notepad.
    • The user will then use existing Backorder business workflow to fill the line. This allows the order to still be created, the user will not lose the item which the customer wants to order along with the requested serial number.
  • If no serial was selected - Check the setting to see if ISO is enabled. If enabled then ISO will be run.
If Warehouse = DIR then a Direct Ship Order is created, otherwise a Customer Order will be created.

1.1.3. At the bottom of the screen change the “Process Order” button label to “Save Quote”. No functionality will be changed because this option already saves the quote, takes the user to the Print options, and then returns them to the order search screen.

Non Quotes – Processed and Unprocessed

If a processed or unprocessed, order that is not a Quote contains Detail or Message lines it cannot be changed to a Quote via the Order Type setting on the order header.

The quote option in the drop down menu is not displayed and if a Q is manually entered an error message display.

The only way Q is available is via the New Order - Create Quote option or if a Customer Order is created and no lines have yet been added.