To Convert a Window

To Convert a Window (6395)

To convert a window:
• From a quote, sales order, or purchase order, click the Carry Forward button for
the type of window you want to convert to.
A new window of the appropriate type appears. It contains all the information from the window you started with.

To load information:
1. In the appropriate field of a sales order, invoice, or bill window, enter the number
of the record whose information you want, then press Tab, Return, or Enter. You see a dialog box asking you to confirm that you want to load information from the
quote, sales order, or purchase order you specified.
2. Click the Load button.
Data appears in the window, replacing any previously entered data.