Introduction

With the integration between Exact Globe and Exact Synergy Enterprise in place, you can convert quotations that are in Exact Synergy Enterprise to sales orders in Exact Globe for faster delivery of goods and invoice processing. This is applicable only if you are using Exact Synergy Enterprise product update 245 and Exact Globe product update 400 onward.

This document will provide a guide on the conversion process and list down the requirements needed for a successful conversion process.

Description

The topics in this document include:

• Converting quotations to sales orders in Exact Globe
• Criteria for a successful conversion from quotations to sales orders

Converting quotations to sales orders in Exact Globe

1. Go to Customers/Reports/Quotations/Search, define the required criteria, and then click Show.

2. Click the hyperlink under the Quotation number column to view the particular quotation card. An example of the following screen will be displayed:

3. Click Create sales order.

Once the sales order is created, the status of the particular quotation will be set to Won. You will not be able to modify the quotation after that. You can access the sales order via a link in the Sales order no. field in the quotation card as well as in Exact Globe.

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Criteria for a successful conversion from quotations to sales orders

The following points are important to ensure the conversion from a quotation to a sales order completes without any issues.

1.    The new Convert to back office sales order check box at Customers/Setup/Other/Settings must be selected.

2.    You have been assigned the new function right 740 - Allows to convert quotations to back office sales orders. By default, users with the Sales manager role have this function right. The Create sales order button is available only if this point and the first point are fulfilled.

3.    A debtor code must be linked to the account which the quotation is created for.

4.    The back office connection for the division of the quotation's owner need to be set up at System/Setup/Back office/Back office connection. For more information, see Defining Back Office Connection Settings.

5.    The following Exact Globe entities must be exposed to ensure connection to Exact Globe is established - SalesOrderLine, SalesOrderLineHeader, Account, Resource, Item, PaymentCondition, and Exchange rate.

6.    The synchronization of data between Exact Synergy Enterprise and Exact Globe must be done beforehand so that data can be transferred to Exact Globe. The data include:

·         Quotation owner's ID.

·         Debtor code of the quotation account.

·         Payment condition of the quotation.

·         The exchange rate used in the quotation is defined in Exact Globe.

·         All items specified in the quotation are of sales item type.

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Related document

• Creating and Modifying Quotations
• Defining Back Office Connection Settings