Can someone assist me on how I change a quote to a sales order in 2021 R1 that will also close the quote?
Answer
Changing a quote to a sales order 2021 R1
Best answer by caseyh35
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.
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.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.