Solved

Question on Opportunity conversion to Service Order

  • 22 June 2022
  • 3 replies
  • 91 views

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 ?

 

icon

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

View original

3 replies

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?

Userlevel 2

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

sorry - 2022R1

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved