After Conversion, Edit the Order and Not the Quote in EDGEBIC

Once a quote converts into a manufacturing order, the order is the live record and quote edits stop reaching production. In EDGEBIC by User Solutions, conversion is a handoff of authority rather than a copy: the order carries the product, quantity, dates, direction, estimate, and customer links forward, and from then on it is the only one of the two records the scheduler reads. Understanding that boundary saves a common and confusing class of mistake, where someone updates a quote and cannot work out why the shop never saw the change.

Conversion is a handoff, not a link

Before conversion, the quote drives everything. It holds the product and quantity being priced, the target date, the scheduling direction, the price, and the estimate the simulation produced. Change any of it and the next simulation reflects the change.

Conversion turns that into a manufacturing order and carries the substance across so nothing is re-typed. What it does not create is a live connection. The order is now an independent record, and the scheduler plans from the order. The quote's job is finished.

The rule follows directly: after conversion, edit the order. What carries across in the first place is covered in how a quote becomes an order.

Where to make each kind of change

The pattern is consistent. Production facts go on the order. Commercial agreements go on a quote, and a new agreement means a new quote rather than a rewrite of the old one.

Changing a due date on a live job is covered in how to change a job's due date, and the reason a converted order does not appear on the calendar until the next scheduling run is in how a quote becomes an order.

Why the boundary is worth having

It would be technically possible to keep pushing quote edits into the order. It would also be a bad idea, for a reason that has nothing to do with software.

Once a job is on the schedule, people are relying on it. Material is ordered, operators are assigned, downstream steps are sequenced around it. A record that a salesperson can change mid-run is not a record the shop can plan from. Making the order the single authority means the only way to move a live job is through the person responsible for the schedule, which is where that decision belongs.

The same reasoning explains the one-way conversion guard. A quote that has produced an order will not produce another, which prevents the same agreement quietly becoming two jobs. When conversion is refused, the cause is almost always that it already succeeded; see a quote will not convert to an order.

What the quote is still for

A converted quote is not dead weight. It holds the estimate that was agreed, and one part of it keeps moving.

As the linked order runs and actuals arrive from the floor, the quote's comparison of quoted hours against actual hours fills in. That is the feedback loop that makes the next estimate better: not an opinion about whether quoting is accurate, but a per-job record of where the estimate held and where it did not. See quote versus actual hours.

This is also the reason not to retroactively edit a converted quote's numbers. The moment someone adjusts a price or an estimate after the fact, the comparison is against a figure nobody actually quoted, and the archive stops teaching you anything. A converted quote should read as a snapshot of what was promised, at what price, on what basis. If the labor and material split matters for that comparison, the manual cost override is the right way to have recorded any job-specific extras at the time; see using the manual cost override.

A worked example

A customer accepts a quote for 200 units. The estimator sets the status to approved and converts. The order appears, named from the quote number, carrying the quantity, the estimate, the direction, and the customer link. The quote locks as converted.

Two days later the customer increases the order to 260 units.

The wrong move is to open the quote, change the quantity, re-simulate, and assume production has been told. Nothing about the order changed, so the shop is still building 200 while the quote claims 260.

The right sequence is: change the quantity on the order, re-run the scheduler, read the new finish date, and confirm it with the customer before agreeing to it. Because volume changed by 30 percent, the commercial terms probably deserve revisiting too, which means a new quote for the revised deal. That leaves a clean record on both sides: the original quote showing what was first agreed, a new quote showing the revision, and one order that production works from.

Three weeks later the job finishes. Actual hours flow back, the original quote's comparison fills in, and the estimator can see whether 200 units really did take what the simulation said. That is the payoff for having left the record alone.

The takeaway

Conversion hands authority from the quote to the manufacturing order, so after it, quote edits no longer reach production and the order is the record to change. Quantity and date changes go on the order followed by a scheduling run; renegotiated commercial terms go on a new quote; repeat business means a new quote or a new order, because conversion is one-way. Leave the converted quote as the snapshot of what was agreed, because its quoted-against-actual hours comparison is what makes the next estimate sharper. Walk the workflow in the EDGEBIC quoting guide, see the handoff in detail in how a quote becomes an order, see the platform on the EDGEBIC overview, and if you are coming from Resource Manager DB, start with the RMDB to EDGEBIC path.