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Question on Opportunity conversion to Service Order

dales50
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Found in Sale Demo 2022R1:

An Opportunity with an approved Sales Quote does not have the option to Create Service Order (or Sales Order) in More / Actions, but same Opportunity with same quote in draft status allows action to create Service Order

What am I missing ?

 

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Best answer by dang.huynh 24 June 2022, 11:12

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3 replies

dales50
Rank

sorry - 2022R1

dang.huynh
Rank
Userlevel 2

Hi @dales50 ,  action will disable after the sales quote is approved. it is standard process.

sroberts29
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Userlevel 3
Badge +1

I have to ask - why does this make sense?
What is the recommended workflow if you can’t get an approval on a quote before converting to an order?

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