Changing the status of a purchase

If you enter a quote or an order, you can easily convert it to a purchase once the amount is payable. A quote can be converted to an order or a purchase. An order can only be converted to a purchase. Quotes and orders must be converted to purchases to show as payable.

To convert a quote to an order or a purchase

You can convert a quote to an order or a purchase from the Purchases window or from the Purchases Register window.

1	Go to the Purchases command centre and click Purchases Register. The Purchases Register window appears.

2	Click the Quote tab.

3	Find the required quote and select it.

4	If you want to convert the quote to:

a	an order, click Change to Order. The Purchases window appears.

b	a purchase, click Change to Purch. The Purchases window appears.

5	If you want to, you can update the information in this window, such as changing the transaction date.

6	Click Record. The purchase or order is recorded.

The original quote will remain in the Purchases Register window unless you have indicated in your preferences that you want quotes to be deleted once they are recorded as orders or purchases.

To convert an order to a purchase

You can convert an order to a purchase in the Purchases window or from the Purchases Register window. If you want to convert several orders to purchases simultaneously, see ‘To simultaneously convert several orders to purchases’ on page 107.

1	Go to the Purchases command centre and click Purchases Register. The Purchases Register window appears.

2	Click the Orders tab.

3	Find the required order and select it.

4	Click Change to Purch. The Purchases window appears, displaying the purchase.

5	If you want to, you can update the information in this window, such as changing the transaction date.

6	Click Record. A new purchase is created and the original order is removed.

To simultaneously convert several orders to purchases

1	Click To Do List from any command centre. The To Do List window appears.

2	Click the Orders tab to display a list of all your orders.

If you want to view details about a specific order, click the zoom arrow () to the right of the supplier’s name.

3	Select the orders you want to convert to purchases by clicking in the select column () next to them.

4	Click Record as Actual.

5	In the window that appears, enter a date for the selected transactions. This is the date that the transactions will be recorded in your accounts.

6

Click OK.

Related Topics

■	Entering purchases