Our client is using CRM for quoting and then they convert to a Sales order. Wondering if anyone knows how to define the relations on the SALES ORDER RPX to get the CRM Quote number to appear on the document.
I am able to link to the BAccount but not the specific sales order number, using the CRRelations
Best answer by nhatnghetinh
Hi
When convert Quote to Sales Order. On the "RELATIONS" tab of Sales Order, the system will save the information of this Quote.
So on Sales Order .rpx, we join CRReation to get the Quote information as follows:
Best Regards,
NNT
+11Hi
When convert Quote to Sales Order. On the "RELATIONS" tab of Sales Order, the system will save the information of this Quote.
So on Sales Order .rpx, we join CRReation to get the Quote information as follows:
Best Regards,
NNT
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