Hi Bob,

I could see how that could become time consuming for a majority of the users who want to transfer over all of the details on a sales quote. What if the first dialog box was something along the lines of "Do you want to transfer all of the details to OE?" Yes/No. If the user selects 'Yes' then the process proceeds as normal. If the user selects 'No' it takes them into some sort of dialog box that allows them to Select All, Select None, tick on/off the items that they want to transfer to Order Entry. If you are afraid of adding an extra dialog box for the users who always want to transfer all details to Order Entry, maybe the answer is to add a setting in the Company Profile which would be 'Ask user if they want to send all items on quote to OE'. The default setting could be off so that most of the users are not disrupted by this addition. If this option is enabled then users are asked the question above.

Lauren
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Lauren Stief
Stief Group
Adagio Solutions and Support
1-800-540-3164