Convert a quote into an order

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Convert a quote into an order

Converting quotes into orders is necessary in order to send materials to purchase orders, add invoices for them, and add credit payments.

  1. In the Order Entry dialog box, select the quote and click Open.
  2. In the lower-right corner of the Quote dialog box, click Convert to Order.
  3. To confirm converting the quote into an order, click Yes in the confirmation dialog box.

The quote is converted into an order, and it will no longer appear in the list of quotes. Note that the dialog box name changes into Order.

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