Create a quotation using copy
You can create a new quotation by copying an existing quotation or order, and then amend the new quotation as required.
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The quotation or order numbers, dates, and order payment details are not copied.
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If the original quotation or order has any analysis codes that are set to Get default value from customer code, the analysis code values will change if you choose a different customer.
To create a quotation using copy
Open: Sales Order Processing > Quotations > Enter New Quotation.
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Select Copy Quotation.
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Choose whether you want to copy from an existing Quotation or an Order.
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Select the quotation or order number you want to copy, or select Find to search for it.
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The customer account details from the original quotation or order are displayed.
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If you want to create the new quotation for a different customer, select the new customer.
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If you also want to copy all prices and discounts from the quotation or order, select Copy quotation / sales order prices and discounts.
Note: You can't select this option if the customer account currency of the new quotation is different to the currency used in the original quotation or order.
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Select OK.
The quotation details are displayed.
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Continue to amend the quotation as required.
You can change the existing details as well as add or remove items from the quotation.