Can someone assist me on how I change a quote to a sales order in 2021 R1 that will also close the quote?
Page 1 / 1
On the quote use the action “Copy Order”, and choose the order type of your preference. Once done the original quote will have the completed status, and you will have a copy of the quote as the order type you specified.
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.