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Happygirl's avatar
Happygirl
Experienced User
2 years ago
Solved

Partial purchase quote to invoice


I'd like to convert 50% of a purchase quote to bill while keeping the remaining 50% as a quote. How can I go about doing this? 

 

I know how to do it for a full bill but not sure how's to do it as a partial conversion 

 

  • Shella_A's avatar
    Shella_A
    2 years ago

    Hi RWA 

     

    Thank you for your post and welcome to the MYOB Community Forum. I hope you find it valuable information.

     

    Currently our timesheets are only applicable to our hourly employees. You may have a look at this help article that has all the information to assist you with this. 

     

    If you need further help, do not hesitate to start a new post and we will be happy to assist.

     

    Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

     

     

    Cheers,

    Shella

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  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago
    Copy Link

    Hi Happygirl, 


    Thanks for posting your concern in the forum. 

     

    I understand there are use cases for converting a quote partially. Unfortunately, the application does not have a feature that could handle this. You will need to recreate the quote into two separate quotes if you want to convert it separately. I recommend posting this as a suggestion in the Ideas Board. This will give the suggestion more visibility for the development team. 

     

    In the meantime, feel free to create a new thread if you require any other assistance. 

     

    Thanks,
    Genreve

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I'd like to convert 50% of a purchase quote to bill while keeping the remaining 50% as a quote. How can I go about doing this? 

 

I know how to do it for a full bill but not sure how's to do it as a partial conversion 

 

","body@stringLength":"271","rawBody":"


I'd like to convert 50% of a purchase quote to bill while keeping the remaining 50% as a quote. How can I go about doing this? 

 

I know how to do it for a full bill but not sure how's to do it as a partial conversion 

 

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Partial purchase quote to invoice","moderationData":{"__ref":"ModerationData:moderation_data:854098"},"body":"

Hi Happygirl, 

\n


Thanks for posting your concern in the forum. 

\n

 

\n

I understand there are use cases for converting a quote partially. Unfortunately, the application does not have a feature that could handle this. You will need to recreate the quote into two separate quotes if you want to convert it separately. I recommend posting this as a suggestion in the Ideas Board. This will give the suggestion more visibility for the development team. 

\n

 

\n

In the meantime, feel free to create a new thread if you require any other assistance. 

\n

 

\n

Thanks,
Genreve

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"218","kudosSumWeight":1,"repliesCount":0,"postTime":"2024-01-17T15:04:51.585+11:00","lastPublishTime":"2024-01-17T15:04:51.585+11:00","solution":true,"metrics":{"__typename":"MessageMetrics","views":314},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Sales_and_Purchases/message:854017/message:854098","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[],"readOnly":false,"editFrozen":false,"body@stringLength":"1090","rawBody":"

Hi , 

\n


Thanks for posting your concern in the forum. 

\n

 

\n

I understand there are use cases for converting a quote partially. Unfortunately, the application does not have a feature that could handle this. You will need to recreate the quote into two separate quotes if you want to convert it separately. I recommend posting this as a suggestion in the Ideas Board. This will give the suggestion more visibility for the development team. 

\n

 

\n

In the meantime, feel free to create a new thread if you require any other assistance. 

\n

 

\n

Thanks,
Genreve

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