Quote to TBN Conversion

If PO references a quote and has living material without a delivery date:
- For colleges and universities, attempt to obtain a delivery date from customer.
- If customer is uncertain or you cannot obtain a date.
  - Convert the living/perishable item to a TBN.
  - Any stock items need to be converted to an SO.
For high schools and below, go ahead and convert to a TBN without contacting customer.
From Navigator Menu:
- Click CBS Menu>>Sales Order>>Release Orders>> Release Quote to TBN
  - Right click on Release Quote to TBN if you would like to add as a favorite.

Select the living/perishable items (Line type LI or LX).
- Follow the same procedures as Quote to SO Conversion.
  - It does not matter what Request Date you enter.
  - The TBN will not go on QO hold.
Note: If entire quote is going on a TBN, makes sure to include the freight line during conversion.
Note: Some POs have living items that go on a TBN and non-living that goes on an SO.
- If freight is included on the quote:
  - Apply the freight to the SO.
  - Then add a header attachment in the 2^nd text box stating that freight was added to SO (provide the SO number) and not to add additional freight when TBN is released.

|