How to enable warnings of open date overlapping Quotes when creating new Orders

Warn on Create Order of open Quotes to save time in duplicating orders and pricing.

Note: This setting is turned off by default, to reduce create order warnings.

Contents:

Instructions

  1. Navigate to Application Settings (Administration) or FBO locations (Administration) and change the CheckOpenQuoteOnCreate setting to ‘TRUE

Now, when creating new Orders or Quotes, if there is an existing open order (Quote or Handling/OTC) a warning will show to indicate that there is potential duplicate Order.

  • Creating an Order in the Front Office:

  • Creating a Quote Order: