Convert Type Button

The Convert Type Button can be used to change the type of an open order from a quote to an order or from an order to a quote.  When the Convert Type button is pressed, the system verifies that the order is open and it determines the current type.  The system then displays a prompt that allows the operator to select the new document type.  Please note that the program will not allow you to convert an order that has been partially completed into a quote.  Once a shipment has taken place against an order, the order type cannot be changed.

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