List and actions
List and actions
List and actions
The Quotes module lists all quotes with filters and navigation to each quote. The detail page shows the quote data and the available actions depending on the current status.
Filters
| Filter | Options |
|---|---|
| Business year | Dropdown of active business years |
| Status | Draft / Sent / Accepted / Rejected / Expired / Converted |
| Business premises | Filtered active premises |
| Date from / to | dd.mm.yyyy format |
The Clear filters button removes all applied filters.
Status flow
A quote’s status only moves forward (it cannot return to an earlier status):
Draft → Sent → Accepted ─→ [Convert to invoice] → Converted
├─ Rejected
└─ Expired| Status | Description |
|---|---|
| Draft | Quote being prepared, editable |
| Sent | Quote sent to the customer |
| Accepted | Customer accepted the quote — can be converted to an invoice |
| Rejected | Customer rejected the quote |
| Expired | Quote expired (past the Valid until date) |
| Converted | Quote converted into an outbound invoice (terminal, system-managed status) |
Available actions by status
| Action | Available when | Description |
|---|---|---|
| Edit | Draft | Opens the edit form |
| Change status | Draft / Sent / Accepted / Rejected / Expired | Advances to the next status (forward only) |
| Copy | Always | Creates a new draft quote pre-filled from this quote |
| Always | Downloads PDF (language: HR / EN) | |
| Convert to invoice | Accepted | Creates an outbound invoice from the quote |
| Delete | Draft | Permanently deletes the draft quote |
Convert to invoice
An accepted quote can be converted into an outbound invoice in one click with the Convert to invoice button. On conversion:
- You select the invoice business process; the system maps the business process to the corresponding invoice document type
- The reference fields each process requires are validated (for example the purchase order/contract for P1, P3, P7, P8)
- Line items, customer, and other data are carried over from the quote into the new invoice draft
- The source quote is set to Converted and linked to the created invoice; the quote detail shows a link to the resulting invoice
A quote with the Converted status can no longer be edited or converted again.
Copying a quote
The Copy button creates a new draft quote pre-filled with all data from the original quote (customer, line items, discounts, premises). The new draft receives today’s date and an empty quote number (assigned on save).