Create Round Quotes and Generate Round Orders from Quotes
You can now create Round Orders Quotes and generate Round Orders straight from them. Before creating your first Round Order Quote, go to Maintenance Invoice Setup to set Round Order Quote Nos. and select if the Round Order Quotes should be archived, when the Round Order Quote will be deleted after creating Round Order.
You can create Round Order Quote, you should go to Round Order Quotes page and select New.
Similarly to Work Order Quotes, on the Round Order Quote, you can select the Customer, for whom the Quote is prepared, select Description, Category Code, Priority Code, Location Code, etc. As on the Round Plans, you can choose Asset Selection Method for the Round Order Quote, if Assets should be specified manually (Specified Assets) or by applying filters (Dynamic Asset Filter).
Directly from the Round Order Quote you can use Make Round Order to create Round Order.
After creating Round Order from Round Order Quote, the latter will be deleted.
