{"id":2829,"date":"2020-10-19T11:48:21","date_gmt":"2020-10-19T11:48:21","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=2612"},"modified":"2024-07-01T12:29:21","modified_gmt":"2024-07-01T12:29:21","slug":"convert-a-sage-intacct-sales-transaction","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/","title":{"rendered":"Convert a Sage Intacct Sales Transaction"},"content":{"rendered":"\n<p>Transaction conversion transfers any transaction to the next step in the workflow. For example, Sales Quote to Sales Order and Sales Order to Sales Invoice. In conversion process all data copies from Source transaction to Target transaction. You can view or edit created Sales Quote or Sales Order after conversion also. for example, if you convert a&nbsp;Sales Quote to Sales Order and Sales Order&nbsp;to Sales invoice, you can still access the source&nbsp;sales Quote or Order&nbsp;in the system. <\/p>\n\n\n\n<p>To Convert Quote into Order in <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\" target=\"_blank\">Sage Intacct<\/a> you need to add a new sales quote or find an existing Sales quote which you want to convert into sales order.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Quote.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Quote.png\" alt=\"Sales Quote\"><\/a><\/p>\n\n\n<p>Now, to create a new Sales quote, you need to select customer and Item ID at detail lines. You can add more than one line item set price for each line Item and then click on Post button. In case you don\u2019t have the approval policies enabled in your environment your record will get posted into pending State. Then click on Convert button. Using convert button you can convert your quote into Sales order then click on Post button.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Convert-Sales-Quote.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Convert-Sales-Quote.png\" alt=\"Convert Sales Quote\"><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Order.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Order.png\" alt=\"Sales Order\"><\/a><\/p>\n\n\n<p>Now you can convert Sales order using convert button. Click&nbsp;<strong>Convert <\/strong>A pop-up appears containing links to all transactions to which this transaction can be converted. Convert Order into Sales Invoice here you can convert your order into Invoice, Shipper and then in Sales invoice also. Now convert your order into Sales Invoice. Click on Post button.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Convert-Sales-Order.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Convert-Sales-Order.png\" alt=\"Convert Sales Order\"><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Invoice.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Invoice.png\" alt=\"Sales Invoice\"><\/a><\/p>\n\n\n<p>Converted record will display on Sales Invoice screen. You can make changes as needed to the any transaction like Sales quote, order and in Sales invoice. Also, you can keep those records in draft. At a time, you can post &amp; pay your record. Using More option button, you can view as PDF, XML format. Also, you can view as Audit trail etc.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>Transaction conversion transfers any transaction to the next step in the workflow. For example, Sales Quote to Sales Order and Sales Order to Sales Invoice. In conversion process all data copies from Source transaction to Target transaction. You can view or edit created Sales Quote or Sales Order after conversion also. for example, if you\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[292,34,174,175,293,294],"class_list":["post-2829","post","type-post","status-publish","format-standard","hentry","category-sage-intacct","tag-oe-transactions","tag-sage-intacct","tag-sales-invoice","tag-sales-order","tag-sales-quote","tag-sales-transactions"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Transform an Intacct Sage Sales Transaction<\/title>\n<meta name=\"description\" content=\"Get more information about converting a sales transaction in Sage Intacct.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Transform an Intacct Sage Sales Transaction\" \/>\n<meta property=\"og:description\" content=\"Get more information about converting a sales transaction in Sage Intacct.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage Intacct \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2020-10-19T11:48:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-01T12:29:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Quote.png\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/\",\"name\":\"Transform an Intacct Sage Sales Transaction\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Quote.png\",\"datePublished\":\"2020-10-19T11:48:21+00:00\",\"dateModified\":\"2024-07-01T12:29:21+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/e108e7d0e2204e7a4b30748b516741c8\"},\"description\":\"Get more information about converting a sales transaction in Sage Intacct.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Quote.png\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Quote.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Convert a Sage Intacct Sales Transaction\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/\",\"name\":\"Sage Intacct \u2013 Tips, Tricks and Components\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/e108e7d0e2204e7a4b30748b516741c8\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/author\/sageintacct\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Transform an Intacct Sage Sales Transaction","description":"Get more information about converting a sales transaction in Sage Intacct.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/","og_locale":"en_US","og_type":"article","og_title":"Transform an Intacct Sage Sales Transaction","og_description":"Get more information about converting a sales transaction in Sage Intacct.","og_url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/","og_site_name":"Sage Intacct \u2013 Tips, Tricks and Components","article_published_time":"2020-10-19T11:48:21+00:00","article_modified_time":"2024-07-01T12:29:21+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Quote.png","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/","url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/","name":"Transform an Intacct Sage Sales Transaction","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Quote.png","datePublished":"2020-10-19T11:48:21+00:00","dateModified":"2024-07-01T12:29:21+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/e108e7d0e2204e7a4b30748b516741c8"},"description":"Get more information about converting a sales transaction in Sage Intacct.","breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Quote.png","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/10\/Sales-Quote.png"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/10\/19\/convert-a-sage-intacct-sales-transaction\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/"},{"@type":"ListItem","position":2,"name":"Convert a Sage Intacct Sales Transaction"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/","name":"Sage Intacct \u2013 Tips, Tricks and Components","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/e108e7d0e2204e7a4b30748b516741c8","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/author\/sageintacct\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/2829","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/comments?post=2829"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/2829\/revisions"}],"predecessor-version":[{"id":6321,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/2829\/revisions\/6321"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/media?parent=2829"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/categories?post=2829"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/tags?post=2829"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}