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Convert an Asset to a Quote or an Order
Create quotes and orders against a set of one or more customer assets.
In all cases of asset-based ordering, change an existing asset by moving it to a quote or order. When the quote is complete, you can then move it to an order.
Note One time charges are not carried forward from assets to order line items.
When changing an asset to a quote or order, the line item quantities are disabled. This is because it is not possible to change the line item quantities while converting an asset to a quote or an order.
- Go to the Account record detail page.
- Scroll down to the appropriate Asset list.
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Select the Asset to change.
Note
If the Asset is part of a bundle or hierarchy, all of the Assets in that bundle or hierarchy are selected.
- Click Change to Quote or Change to Order.
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