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"Order" Tab disappeared from Opportunities form after Intercompany

  • 21 September 2023
  • 1 reply
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L
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Hi all,
Has anyone else encountered this issue:

After implementing another entity in intercompany, when navigating to the Opportunities Form, i have noticed the “Order” Tab and “Invoice”  Tab has disappeared.

the below is before intercompany functionality

After intercompany functionality.

This is not a custom field, we have also ensured the Inventory Management feature has been enabled.


Any help on the matter would be highly appreciated.

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Best answer by Laura02 21 September 2023, 14:31

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Laura02
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Hello Liam,

Here are the specifications from the help, situations that cause the Orders/Invoices tabs to appear on Opportunities screen:

It may help us to know what kind of “Entity” was added… Possibly, a Tenant has been added and Inventory & Order Management group of features is not enabled.  Or, possibly, the Inventory & Order Management features are enabled and a project quote is marked as primary for the opportunity.

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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