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Convert an Opportunity to a Quote, Sales Order or Invoice

[Applies to: Microsoft Dynamics CRM 2011]

Opportunities, quotes, sales orders, and invoices are all part of the sales process. An opportunity is a possibility to sell products and services to a qualified customer. If an opportunity is won, you may convert it to a quote, or to a sales order or an invoice. The catalog products and write-in products that are included in an opportunity are added to a quote, a sales order, or an invoice during conversion. An opportunity, a quote, a sales order, and an invoice share common data that can be reused in the flow of the sales process. The shared data includes user information, product price and discounts, freight amount, total costs, and tax.

Converting an Opportunity to a Quote, a Sales Order, or an Invoice

The following table lists the messages that you can use to convert an opportunity to a quote, a sales order, or an invoice.

 

Message Description

GenerateQuoteFromOpportunityRequest

Generates a quote from an opportunity.

GenerateSalesOrderFromOpportunityRequest

Generates a sales order from an opportunity.

GenerateInvoiceFromOpportunityRequest

Generates an invoice from an opportunity.

Copying Products from an Opportunity to a Quote, a Sales Order, or on Invoice

The following table lists the messages that you can use to add products from a new opportunity to existing quotes, invoices, or sales orders.

 

Message Description

GetQuoteProductsFromOpportunityRequest

Retrieves the products from an opportunity and copies them to the specified quote.

GetSalesOrderProductsFromOpportunityRequest

Retrieves the products from an opportunity and copies them to the specified sales order.

GetInvoiceProductsFromOpportunityRequest

Retrieves the products from an opportunity and copies them to the specified invoice.

See Also

Microsoft Dynamics CRM 2011
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