Converting Quotes (QUOTEREADY) to Orders via the imis interface

Hi All

I'm currently writing code that creates orders in iMIS using ibo.net. The orders are created for the given customer and the status of the order is "QUOTREADY". From what I have read in here and elsewhere it is pretty much impossible to create full orders using ibo.net and I have come to accept that. So I understand that the order is really a quote whos status is "QUOTEREADY". So how do I make the quote a full order? This is the process I'm following at the moment:

1. Open customer and click the orders tab for the customer. Order is present with status "QUOTEREADY"
2. Double click order and screen refreshes to the Order section
3. Click "Process orders" and then "Print quotes" on the far left - the customers quote is at the bottom of the list on the right
4. Click the order and click the convert button - agree to the yes/no question about converting to "QUOTEREADY"....?
5. Click the "Convert quotes" link on the far left and then the order appears at the bottom of the list.
6. Click the convert button at the of the screen. - Answer yes

At stage 7 I get a message saying "Order # 1234 failed"

What have I missed here??

Thanks anyone for the missing link,
Cheers,
Steven.

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Hi Steven For some reason

Hi Steven

For some reason iBO .Net only creates orders with status=QUOTEREADY.  It is a simple matter to change these to status INVOICE with SQL, provided you're not using Inventory (Stock Control).  Taskcentre is great for this.

There's no reason why the manual process you described above should give an error, though.

I would suggest manually creating a similar order, and then comparing the fields in the Orders and Order_Lines records with those of the iBO-created order, and see if there is something not populated right.

Tim

Missing the correct order type

Hi Tim

We plan to use stock control so changing fields with sql wouldn't work for us - plus I'm not to cool with going outside the bounds of ibo.net to accomplish opperations.

A help desk query fixed the error. Turns out that I need 2 order types (Order -> Set up tables -> Order types):

1. WEBCOMERCE - this has to be set as Pro-Forma with "Convert to Order Type" = WEB

2. WEB - this has to be set as Standard with Affect Inventory set

When my web site creates an order it sets the order type to 'WEBCOMERCE' and a user has to go through the stages of converting the Quote to an Order via the steps above. The final step is converting the invoice to an order in the "Invoice Orders" area of Orders -> Process orders.

It's a bit of an opperation but at least it can be a achieved with a good business model to handle the management to all these steps... thats the next challenge.

Cheers,
Steven.