Account Quotations; new facility to save to an Account, even if no Client defined

A new facility to save a Quotation to an Account has been added.

If the Quotation has a Client defined this is simply a matter of saving the Account using this Client.

If the Quotation doesn't include a Client, then a Name must be entered and the Account is saved using a special "Unknown" Client defined under Global Options, Accounts, New Accounts page.

On the Account Quotation form there is a new button at the bottom of the Financial page, "Save Quote". When clicked this saves the Account as outlined above and displays a new page confirming the Account code used. From this page you can 1. Open the Account, 2. Print a Quotation including the Account code, or 3. Click Back and amend the financial terms of the Account and save another Quote etc.

Note, the "Save Quote" button will appear if the "Unknown" client is defined under Global settings or a Client is entered on the first page of the wizard. In addition if a Name has not been entered it will be disabled.

Note, both the Account_Quotation and Account_Quotation_Multi Word VBA documents have been updated to version 1.06 to include the Account code "Reference".

Note, the Account created is always a "Quote". Opening an Account will fail if it uses the "Unknown" Client, and saving an Open or Closed Account will fail if the "Unknown" client is used.