Enabling/Disabling Purchase Order Creation from Quotes

Reference : 23862

(V 02.00.06-00)

Details

In Cr2, you can enable / disable the feature for purchase assigning the items which are added to a quote order( Rental  Orders / RPO / Sales Order / Work Order/ Part Sales Order). This can be done by using the feature Allow PO Creation of Quote present in Configuration - General Tab. Refer Figure 1.0.

Figure 1.0

• On setting the option Allow PO Creation of Quote  in Configuration - General tab as false, system will disable the Purchase Order Assign options in Quote Orders. Refer Figure 1.1 and Figure 1.2.

Note: By default the option  Allow PO Creation of Quote  will be displayed as de-selected, which will restrict the items added in the quote orders being purchase assigned.

Figure 1.1 Assign (by line) Dialog Box

Figure 1.2 Assign (by Documents) Window

• On setting the option Allow PO Creation of Quote  in Configuration - General Tab as true, system will enable the Purchase Order Assign options in Quote Orders. Refer Figure 1.3,  Figure 1.4 and Figure 1.5.

Figure 1.3

Figure 1.4 Assign (by lines) dialog box

Figure 1.5 Assign (by Documents) Window