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.

• The quotation or order numbers, dates, and order payment details are not copied.

• 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.

1. Select Copy Quotation.

2. Choose whether you want to copy from an existing Quotation or an Order.

3. Select the quotation or order number you want to copy, or select Find to search for it.

4. The customer account details from the original quotation or order are displayed.

   • If you want to create the new quotation for a different customer, select the new customer.

5. 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.

6. Select OK.

   The quotation details are displayed.

7. Continue to amend the quotation as required.

   You can change the existing details as well as add or remove items from the quotation.