Save ETA Dates from Quote to New Order


The ability to carry a Quote to a Sales Order (or to an Invoice) saves time and ensures accuracy. The default behavior for the ETAs on a Sales Order, however, is to reset all ETAs to new calculated results. Some users will benefit from being able to save the ETAs they have already worked out. Others can simply opt to Update ETAs to get the same results as before.

This Solution explains how ETAs are updated, or transfered as is from a Quote, depending upon your choice at the new Update ETAs? dialog. (5796)






Big Business 4.2.2 adds the option to save the ETA dates you have entered on a Quote when carrying forward a Quote to a Sales Order.

Many Big Business users use the ETA field to manually enter ETAs which correspond to:
• a Customer's request for delivery at a future date
• an estimate of manufacturing time

Prior to 4.2.2, Big Business would update all ETAs on a new Sales Order with calculated values, as follows:
• today's date if the Item is Available (e.g. On Hand exceeds existing Sales Orders)
• The ETA date from the Item Card if present, indicating the first date of any Open Purchase Orders
• today plus Vendor ETA Days as listed on the History tab of the Vendor Card.

Now, when you convert a Quote to a Sales Order the pictured dialog appears, asking "Update ETAs?" with the following choices:
• From Quote -- save the ETAs you have entered on the Quote
• Update -- engage the default behavior to update ETAs

Update is the default option and can be selected by hitting Enter or Return on your keyboard.

When converting Quotes to Invoices the option does not appear. Invoices do not have ETA Dates.



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