Create a Receipt Agr. from the Quote Agreement

Owned by Bjartey Sigurðardóttir
Aug 23, 2024
2 min read

When the quote has been accepted and a purchase must be conduced, a Receipt Agreement is created out of the Quote Purchase Agreement.

To create a Receipt Agreement …

  1. Click General > Create a Receipt Agreement.

  1. A new page opens up. The next step would be to select the line(s) to move the lines from Lines for Selection to Selected Lines.

    Selecting lines

  2. Then click Receipt Agreement > Create Document.

  • The status of the Quote Agreement becomes closed.

  • The new Receipt Agreement pops up.

 

It is possible to see connected agreements from the Quote Agreement itself.

The link from the Quote Agr. to the Receipt Agreements

 

To read and view more information on Receipt Agreements, click here.