Quotation will not convert to a Service Order
Exception
Situation
The convert action is refused.
Recommendation
Check the Quotation is Accepted, not Converted, and every service SKU is linked to an active Catalog entry.
Why
A Service Order takes operational prices from the service Catalog; an SKU without a Catalog link cannot convert. Each active Product links to at most one Catalog entry.
Steps
- Check the Quotation is Accepted.
- Check it is not Converted.
- Link each service SKU to an active Catalog entry.
- Convert again.
Avoid
- Replace the SKU with a free-text line.
Roles & permissions
Service coordinator / Service Management manager.