Transfer an approval, proposal, or suspended sale

This topic is under construction. It may be incomplete and is subject to change. 

When to use this procedure

Follow the steps below transfer an approval, proposal, or suspended sale from one account to another.

Yesterday you suspended a sale for customer Calvin Gregory. However, you mistakenly selected Carin Gregory. Today you realized the mistake and need to move the suspended sale from Carin Gregory's account to Calvin Gregory's account. To do that, you would follow the procedure below.

Steps to complete

  1. On the Modules menu, point to Customer and select Transfer Approval/Proposal/Suspend. The Transfer Approval/Proposal/Suspended Sale window displays.
  2. Click From Account. The Pick Customer window displays.
  3. Search for and select a customer. The Transfer Approval/Proposal/Suspended Sale window redisplays and the customer account name is added.
  4. Click Reference. The Select Reference Number window displays.
  5. Search for and select the reference number you want to transfer. The Transfer Approval/Proposal/Suspended Sale window redisplays and the invoice number is added.
  6. Click To Account. The Pick Customer window displays.
  7. Search for and select a customer. The Transfer Approval/Proposal/Suspended Sale window redisplays and the customer account name is added.
  8. Click Save.

Helpful links

Change invoice details

Transfer an invoice

Transfer customer history

There are no related reports.

There are no related system variables.

Change invoice details overview

Transfer Approval/Proposal/Suspended Sale window

Change Invoice window

Change Primary Sales Person window

Transfer Invoice window

Transfer Customer History window