Hi All,
We are currently running into some issues identifying concise and strong logic to route a Sales Quote through Approval when a Business Account is not a Customer yet.
The Numbering Sequences are not unique as converting a Prospect into a Customer and it seems that the Business Account Status and Type are not available in the Approval Map Entities and Fields for the Sales Quote.
Any ideas?
Best answer by aaghaei
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+8
If you need some fields in your approval map that doesn’t exist in SOOrder DAC, you can add those as custom fields and set their values from the tabes containing them then use SOOrder custom fields in your approval map.
If you need some fields in your approval map that doesn’t exist in SOOrder DAC, you can add those as custom fields and set their values from the tabes containing them then use SOOrder custom fields in your approval map.
That’s what I had in mind too, yet was hoping there might be a non-customization solution.
Thank you for your input and for confirming my thought process!
+8
I wish there was an easy button. Good Luck
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