How to enable "Create Sales Order" feature in Opportunies screen ?

Hello,

I’m a little confused. It looks like you already have Create Sales Order active, and you are able to complete the process of creating a Sales Order.  If you have another opportunity, not shown, that is having a problem?  It may help us to see the “problem” Opportunity.

Please check that the "problem” opportunity has an active Customer listed in the  Business Account.  If the Business Account is not a Customer, we can use [...] Actions menu to Extend as Customer from the Business Account screen, to save time.

If you have a ‘good’ opportunity that successfully creates Sales Orders and another that does not, place them side-by-side on  your screen and compare, to find the differences.

Thank you,

Laura

Hi @Laura02,

The pictures I sent above are of the “Sales Demo” Acumatica with the “Create Sales Order” and “Create Invoice” features enabled ready to use. But on our Acumatica production, these features are disabled.

The Sales Demo & Production version is the same Acumatica version.

Best Regards,

NNT