Close quotation

Article • 4/27/2026 • 1 min read

Close a quotation after you create a sales order for it.

To close quotation

  1. Open the quotation.

  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) window appears. The Change Date, Changed By, Contact, Salutation, and Closing Memo fields are auto populated.

Note: The Change Date and Changed By fields are read-only.

  1. Click the Status dropdown and select Closed.

  2. In the Change Date box, modify the date of change if required.

  3. In the Reason box, enter the reason for change in status.

  4. To select a new contact, click the Last Name lookup reference and select the contact from the Lookup For Last Name window.

  5. Change the salutation and the closing remarks if required.

  6. To print the acknowledgment, select the Print Order Acknowledgment checkbox.

  7. Click OK.

    If you had selected the Print Quote Acknowledgment checkbox, the quotation is sent for printing to the default printer.

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