I have a quote with the customer type being a prospect that has 80 lines with notes and document texts and each line item has it’s own individual discount. I’m told that I have to recreate the quote under the appropriate customer number, since they are now a customer and purchased something after this quote was created. Is it possible to convert a quote that is a prospect into an existing customer that has an account number? If so, can you please guide me as to how to do this so that I don’t have to recreate the quote? We are using IFS 7.5L
Thank you!!
Beth