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How to close the Quotation

Former Member
0 Kudos

Hi All,

For a month Client raise a quotaion 50, for 50 quotation Client get 40 Purchase orders. How to close 10 quotations? what is the process ? Plz help me.

Thanks and regards

Chandra

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi,

There are two options.

1. Quotation change transaction - Change the quotation quantity from 50 to 40 and save.

2. Quotation change transaction - Overview screen - Reason for rejection tab - Choose a reason - Save. This will close the quotation after creation of 40 sales orders and will not allow to create any further orders w.r.t. the quotation.

Regards,

Peeyoosh.

Former Member
0 Kudos

Hi All,

Thanks

Regards

Chandra

Answers (2)

Answers (2)

Former Member
0 Kudos

Simply change the quotation deadline (valid to date) such that the deadline has already expired.

Former Member
0 Kudos

Hello,

Change the validity (valid to) to previous date, the quote will automatically get expired. Otherwise reject the quote with Reason for Rejection .

Prase