Scheduling an accepted quote
The quote is accepted — but there is no "Create order" button. Why that is, and how the order reaches the workshop with a scheduled date.
After acceptance, do not look for a "create order" button. There is none, and that is not an oversight.
The order has existed all along
Since the offer was created, Gantway has been carrying a hidden draft order in the background (created here). On acceptance it switches to "Scheduled". Converting, copying, creating anew: all unnecessary. Offer and order were never two separate things.
How to schedule the order
- Open Offers in the sidebar and click the accepted offer.
- Click "Schedule Order" in the header area. The button appears only on the current version and only as long as the order has not been scheduled yet; it is open to admin and planner by default.
- Work through the two-stage dialog — date suggestions with the traffic light, then team and work location. Described in detail under Scheduling an order — suggestions and traffic light and Scheduling and assigning.
Only with the date set does the actual transition happen. The order
- moves to "Released" (in the order list it has read "Scheduled" since acceptance),
- becomes visible to employees under "My Work",
- and from now on occupies people and work locations. Before that it does not; conflicts with other orders only arise once it is scheduled.
The material demand in the warehouse, by contrast, is created on acceptance already: the material positions from the offer become real demand so that purchasing can use the delivery time.
Once the order is scheduled, a button "Go to order (Released)" (with the current status in brackets) replaces "Schedule Order". The green acceptance box on the offer then also says "The order is scheduled (status …). Use 'Go to order' above to reschedule it in the Gantt chart." From now on, rescheduling happens in the order itself.
What carries over — and what does not
Carried over: title, customer, all visible positions including time estimates, qualification requirements and calculation adjustments — and a delivery date entered in the offer, because it is already stored on the order. When scheduling, the dialog shows it and warns if the chosen date ends too late.
Removed: optional positions the customer did not buy, and alternatives that were not chosen. The workshop only sees what was actually ordered.
Also known as: order from quote, quote accepted, convert, create order, what now.