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

From AutoCount Resource Center

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.


You may get your superior to approve your quotation manually.


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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