Good day,
We are having strange issue with Quote that are approved, and the Covert to Order is used but it does not update the status to “Converted”.
Here is the Salesperson processed provided for the screenshot. Is there certain workflow? Related to Opportunity.
Step 1 - Opportunity Closed at Won.
Step 2 - Open Quote and then Convert to Order (Saved)
Quote is still in Approved status. Does not change to converted.
I did notice it was known issue in prior versions and build but we are on 2023 R2.
Below shows that there is still something amiss. Right now the salesperson has to go back and manually change the quote to Mark as Converted.
Anyone have some suggests.
Thank yiou.
Evan
