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  • 1.  Copy from Sales Order into a Quote

    Posted 12-14-2020 19:37
    Customer creates a lot of S/O Quotes from previous orders and wants to default the Order Type to Quote when Copying from a previous SO. When you create a new SO and click on Copy From the the first option of the Order Type to copy into is Standard Order. Is there a way to default it to Quote?  I tried Customizer and I also tried setting the Default for all new orders. Unfortunately neither works. Is there a file somewhere that has these Drop-Down options or are they program driven?. Any other ideas?  TIA

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    Kenny Daniel
    TechnoClarity, Inc.
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  • 2.  RE: Copy from Sales Order into a Quote

    Posted 12-15-2020 08:06
    I thought maybe CO UDF Maint > 'Advanced Field Settings' but I'm not seeing it.

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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 3.  RE: Copy from Sales Order into a Quote

    Posted 12-17-2020 01:15

    If i'm understanding your post correctly, you can achieve this with a UI Post Load event script on the SO_SalesOrder.M4L library's DCOPY panel (seen below).

    All you need in the script is the following.

    oUIObj.InvokeChange "DB_COPYFROMTYPE", "Q"


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    David Speck II
    Tennessee Software Solutions
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  • 4.  RE: Copy from Sales Order into a Quote

    Posted 12-17-2020 09:19

    @David Speck II, not only did you understand correctly but you solved it with such simple elegance. Thank you so much, works perfectly.



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    Kenny Daniel
    TechnoClarity, Inc.
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    Original Message


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