Continue a reviewed order into an estimate

Before you start

• The source order reference.
• Permission to review the order and create the next document.
• The customer, products, selling units and commercial terms to check.

Step by step

1. 1

   Find and review the source order

   Open the intended order and confirm the customer. Read the exact product variant, selling unit and requested quantity on every line. Resolve a mismatch before continuing the transaction.

2. 2

   Choose the available estimate action

   Use the order’s estimate action when it is available for the record and your access. An estimate is a proposal. It is useful when the customer still needs to discuss or agree the sale.

3. 3

   Review the resulting form

   Check the customer and product lines carried into the form. Review quantities, units, rates and applicable values. Data carried forward still needs a human check; an accepted source line does not prove every later amount is correct.

4. 4

   Save the estimate

   Review the form before saving. Keep the saved reference so the customer and the next person in your team can discuss the same proposal. Do not repeatedly create documents when a save result is unclear.

5. 5

   Reopen and compare

   Open the saved estimate and compare its customer and lines with the source order. Check any stock effect, receipt or later invoice action separately. Creating a proposal is not the same task as recording a payment.

Not every order needs an estimate. A challan and an invoice serve different purposes; use the available action that fits the actual stage of the sale.

Check your result

Use this checklist as you review your work. Checks stay on this page until you leave or reload.

0 of 4 checks completed

If something differs

Still need help? Include the task, visible error and relevant record reference when you contact support.