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Question

Automating Create Order From Quote


Hello,

A customer would like to automate the creation of the SO order from the Quote. I was hoping to do this through an import scenario, but ran into the challenge of not being able to find the “create and review” dialog answer and also the manual save once passed the dialog box.

Anybody have a solution for this (Automating the creation of SOs from the Sale Quote)? It does not look like there is a create order processing screen.

 

 

2 replies

iqraharrison
Captain II
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  • Captain II
  • 525 replies
  • September 10, 2024

@bwhite49 is there a mass action option on the GI?


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2657 replies
  • October 14, 2024

Hi @bwhite49 were you able to find a solution? Thank you!


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