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Question on Opportunity conversion to Service Order

  • June 22, 2022
  • 4 replies
  • 152 views

dales50
Semi-Pro III

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 ?

 

Best answer by dang.huynh

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

4 replies

dales50
Semi-Pro III
  • Author
  • June 22, 2022

sorry - 2022R1


dang.huynh
Jr Varsity III
  • Jr Varsity III
  • Answer
  • June 24, 2022

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


sroberts29
Jr Varsity III
Forum|alt.badge.img+1
  • Jr Varsity III
  • March 20, 2023

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?


Preeti Rayen
Freshman I
  • Freshman I
  • April 23, 2026

When the sales quote is approved , you will have the sales quote as Mark as accepted (instead of converting to a Sales order). Then the service order creation will be enabled from opportunity