Error when Adding a Line to SO from Quote

Vista/Vantage 8
1

I have a situation where I am running into an error when adding a line to a sales order from a quote

So the steps are:
Open / Create a new Sales Order
File - New Line from quote
Search and pull up the quote I want to pull the line from
When I click ok I get an error saying “Exception caught in Eipcor.Mfg.BO.SalesOrder
Message: Invalid Sales Category”

Anyone know how to fix this issue?

John

2

I figured it out

The sales category must be set on the quote prior to using the add line from quote feature

John