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Troubleshooting: Quotation details not appeared in transfer document screen of Sales Order/Delivery Order or Invoice

Question: Why is my newly created Quotation not appeared in transfer document screen of Sales Order/Delivery Order/Invoice?

Version: 1.8 / 1.9 / 2.0

Approved quo1.png


Possible Reason:

Your Quotation is not approved automatically due to access rights restriction. Thus, quotation can’t be transferred to Sales Order, Delivery Order or Invoice.


Solution:

You may get your superior to approve your quotation manually.

Or

Ask your superior change the access rights setting so that quotation can be saved automatically when you create a new quotation.

Go to General Maintenance > User Maintenance > Access Rights >AutoCount Accounting > Invoicing > Sales > Quotation > Automatic Approve Quotation; add the particular user for this access rights.


Approved quo2.png



By: Julee 171122, KM 171213, P171229



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