Release the quotation or sales order to your customer

Article • 4/27/2026 • 1 min read

When you finish creating the quotation or sales order, you can release it to your customer.

Your company might require that your supervisor approve the quotation or sales order first.

To print the final quotation or sales order

  1. Open the quotation or sales order.

  2. Click Status.

    Status could be one of the following and are color coded:

    » Started (amber)

    » Open (green)

    » Awaiting Approval (red)

    » Cancelled (gray)

    » Closed (blue)

    The Quote Change Status (QTCHNG) or Sales Order Change Status (SOCHNG) window appears.

  3. Click the Status drop-down arrow and select Closed.

  4. Review the closing comment and change it if necessary. The closing comment appears on the document when you print it.

  5. To print the quotation or sales order, select the Print Quote Acknowledgment

    or Print Order Acknowledgment check box.

  6. Click OK.

    If the Print Order Acknowledgment check box or the Print Quote acknowledgment check box is selected, the quotation or sales order is sent to the default printer.