After you create a Sales Order in SAP Business One, the correspond Sales Quotation will be closed automatically. What if the Sales Quotation can be used in another document, such as Sales Order, Deliver, A\R Invoice, and directly copy the document will save plenty of time? Find that the Copy To bottom is not available? You may need to set up it at first in SAP Business One.

Go to Administration > System Initialization > Document Settings > Per Document and select Document Sales Quotation. Click “Allow Copying Closed Quotation to Target Dec.”.

Copy-closed-Sales-Quotations-in-SAP-Business-One-1

Then you may go to the Sales Quotation and copy it to the document.

Copy-closed-Sales-Quotations-in-SAP-Business-One-2

by MTC Systems on Jun 7, 2016 2:22:14 PM

Leave a comment

Related posts

No Restriction When Setting Revenue Accounts in SAP

SAP Business One is designed to fit all types of businesses. For example, usually we set the revenue accounts of a business as...

MTC Systems
By MTC Systems - November 14, 2017
Tips When Reading Forms in SAP Business One

It can be inconvenient when you company receives a document with a long list of items. Finding a specific item can also be...

MTC Systems
By MTC Systems - November 10, 2017
Tracking the Inventory Counting in SAP Business One

Inventory is an important direction of most of the manufactural companies. Inventory counting and tracking can be helpful in...

MTC Systems
By MTC Systems - February 2, 2017