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Question on Opportunity conversion to Service Order

  • June 22, 2022
  • 3 replies
  • 133 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.

3 replies

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

sorry - 2022R1

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

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

Chris Hackett
sroberts29
Freshman II
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  • sroberts29
  • Freshman II
  • 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?

Sherry Roberts | Aktion Associates
Troy Vars
meganfriesen37
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