Changing the status of a purchase

The status of the following purchase types can be changed.

Purchase type

Can be changed to…

Quote

•

•

•

The status of a bill cannot be changed.

Quotes and orders must be changed to a bill to show as payable.

To change a quote to an order or a bill

1	Go to the Purchases command center 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 change the quote to:

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

▪	a bill, click Change to Bill. 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 bill 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 bills.

To change an order to a bill

You can change an order to a bill in the Purchases window or from the Purchases Register window.

1	Go to the Purchases command center 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 Bill. The Purchases window appears, displaying the bill.

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

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

To simultaneously change several orders to bills

1	Click To Do List from any command center. 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 (

) next to the order.

3	Select the orders you want to change to bills by clicking in the select column ().

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.

Click OK.