Transfer Approval/Proposal/Suspended Sale window
This topic is under construction. It may be incomplete and is subject to change.
Purpose
Use this window to transfer an approval, proposal, or suspended sale from one customer account to another. Most often you might do this when the wrong account was selected initially, such as when two customers have the same or similar names.
To access this window
Complete one of the following to access this window.
- On the Modules menu, point to Customer and click Transfer Approval/Proposal/Suspend.
- Use the keyboard shortcut Alt, M, C, r.
Diagram
The following thumbnail illustrates the Transfer Approval/Proposal/Suspended Sale window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
| (from account) |
Displays the customer/account name you from which you want to transfer an invoice. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the email address, main address, or phone numbers to the clipboard. Click From Account to select an account. |
| (reference number) |
Displays the reference number you have selected to transfer. Click Reference to select the invoice to transfer. |
| (to account) |
Displays the customer/account name you selected for the invoice. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the address to the clipboard. Click To Account to select an account. |
Buttons
| Item | Description |
|---|---|
| From Account | Click to open the Pick Customer window and select the account from which you want to transfer an invoice. |
| Reference | Click to open the Select Reference Number window where you can select one of the invoices associated with the customer you selected in the From Account box. |
| To Account | Click to open the Pick Customer window and select the account to which you want to transfer an invoice. |
| Save | Saves the transferred invoice to the new account. |
| Exit | Closes the window without saving any changes. |
